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Products & Services

Bank Leumi USA offers a wide variety of products and services designed to meet the individual needs of our commercial and private banking clients.  Whether you're a 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

 

In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

 

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.

 

Certain products and services are not available to US residents and/or are offered through third party providers.

 

Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, 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.

 

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested

Leumi Online is our new and enhanced, premier online banking solution.

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.