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Products & Services

Bank Leumi USA offers a wide variety of products and services designed to serve the diverse needs of our customers.  Whether you're a middle or upper-middle market firm, an international business, or an affluent individual located in the U.S. or abroad, we can assist you.

  • Advisory Services
  • Brokerage Services
  • Cash Management
  • Corporate Services
  • Deposit Products
  • Insurance Products
  • Lending
  • Online Services
  • Trade Finance
  • Wealth Management

 

 Investors must consider the investment objectives, risks, charges and expenses of variable products and the underlying investment options carefully as detailed within the products/fund's prospectus.  Prospectuses can be obtained from your LISI registered representative.

 

Investment products available through LISI, are not guaranteed or insured by Leumi Investment Services, Bank Leumi USA or any affiliate, are not FDIC-insured, are subject to investment risks and may lose value including the potential for principal loss.

 

Withdrawals from annuities are subject to income tax and withdrawals prior to age 59 1/2 and may be assessed a 10% tax penalty.  Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability.  Structured securities have restrictions and may be subject to significant fluctuations in value.

www.finra.org

www.sipc.org

Securities and insurance products offered through Leumi Investment Services Inc. (LISI). LISI is a member of FINRA / SIPC and is a wholly owned subsidiary of Bank Leumi USA.

PRODUCTS OFFERED THROUGH LISI:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE

Online Services are available to both U.S. and international commercial and private banking clients.  

LISI provides clients access to a wide range of securities and insurance products.

We serve the investment and cash management needs of our corporate clients.