Products & Services

01

Commission Packages

02

Investment support

03

Can I trade short?

04

Cash account and purchasing power?

05

Digital Financial Advising offered through Avenue Global Advisors LLC

06

What are ETFs (Exchange Traded Fund)?

07

What are ADRs (American Depositary Receipts)?

08

What are REITs (Real Estate Investment Trust)?

09

Fractional orders, how does it work?

10

What kind of shares are available at Avenue?

11

Available assets

01

Commission Packages

Avenue always seeks to democratize investments by facilitating access to the U.S. financial market for all investor profiles. With this mission in mind, we offer two commission plans:
Commission free plan: gives you 10 free trades per month, provides access to a summarized platform with only the basic tools.
Premium plan: allows access to the full avenue platform, paying the regular commission fees for each operation.

When you are logged in on your online access click on “Hello, name” and see PLANS. To choose one, just click SIGN at the end of the descriptive table.

There are no monthly fees for the plans. The cost difference between them is the brokerage fee.

To help you better understand the advantages of each plan follow the video above.

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02

Investment support

Regardless of the plan you have on Avenue, through our Analysis tab, you will have access to several tools.
Good morning USA – Every morning – Monday through Friday.
The podcast that informs you and helps you to prepare for the possibilities that the American stock market offers. With Will Castro Alves, chief strategist at Avenue and Guilherme Zanin, bringing relevant information about the largest investment market in the world.
Early Call – A macroeconomic tour of news and data from markets around the world, with the experience and insights of Roberto Attuch Jr – CEO of OHM Research.
Thematic Lives – Our team brings content with important themes that can open your eyes to opportunities in the American stock market.
Investment Theses – It is an investment approach that helps investors to expose themselves to macroeconomic themes and trends through ETFs or related equities.
Please note that these contents are not recommendations to buy or sell any asset. These materials are provided for informational purposes only.
The contents are made by the Strategy team, approaching the sector’s macroeconomic scenario and then talking about investment alternatives.
Connection Avenue: weekly live that brings the most important topics and news for global investors, with Will Castro Alves and Guilherme Zanin.
For premium plan subscribers, they will have exclusive access to:
Analysis Room with Bo Williams and Early Call with Roberto Attuch Jr – are daily and interactive conversations about the market, with two experienced professionals.
Stock Screener – Powered by TipRanks and ETF Screener – Powered by CFRA – A tool that helps you to search assets according to the metrics and data that you are interested.
Featured Stocks – Powered by TipRanks – Find out how the analysts are feeling about companies listed on US stock exchanges. With Highlights, it is possible to learn more about the market’s expectations and the company.
Best Sectors – Powered by TipRanks – Helps you to obtain more information about the entire sectors rather than only the company. Find out what is trending and what happens in the most diverse segments.
CFRA Report – CFRA is one of the largest analysis houses here in the US. Also, in our website we have a detailed report available for today’s largest companies and market funds.
In the report you will find an overall information about the asset, as well as cost assessment, risk assessment, representativeness in relation to the sector, comparison with other similar assets, among other information.
These new features were developed by Avenue and have recommendations that were prepared by TipRanks.
TipRanks:
– Provides up-to-date recommendations from professional investment banking analysts and financial firms around the world;
– Aggregates stock ratings made on NASDAQ and NYSE stocks;
– Tracks the performance of analysts and bloggers who publish stock advice;
– Monitors the gains made by the main hedge funds and members of the companies;
– TipRanks can be used to extract information based on investor equity data, accompanied by simple graphs.
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03

Can I trade short?

At this time, it is not possible to position yourself short on Avenue. For now, it is also not possible to trade options.

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04

Cash account and purchasing power?

Cash account means that transactions must be paid in full at the time of order execution.

The regulation of securities transactions are established by the Federal Reserve Board, in accordance with Regulation T. That is, purchases made in Cash Accounts are carried out only if the amount is available in the account at the time of purchase.

Not being able to operate short or leveraged, Purchasing Power is the amount of money you have available to trade on Avenue.

Sometimes you can see a difference between the value of purchasing power and the value available for withdrawal, and this is due to the fact that, after a sale, the settlement of these resources occurs in T+2.

The amounts executed from a sale made today will usually be available for withdrawals two days later, but your purchasing power is computed immediately if you do not have any blockages in your account (see further explanations in Good Faith Violation).

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05

Digital Financial Advising offered through Avenue Global Advisors LLC

The managed portfolio is an automated management product that uses “robo-advisor”. This tool uses algorithms to build a customized invesment portfolio.

Your customized investment portfolio will be built based on infromation that you provided through questions such as: “What is your objective?”, “What amount do you want to save monthly?”, “What is your level of experience with investments?”.

After you have inputed the information, the robo-advisor will analyze the responses provided previsouly in the questionnnaire and prepare a portfolio based on your profile and objective.

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06

What are ETFs (Exchange Traded Fund)?

ETFs (Exchange Traded Fund) are investment funds traded on the stock exchange, as well as shares, but which consist of different assets (REITs, fixed income securities, commodities, options, currencies, swap contracts, etc). ETFs from different sectors and countries are available on the Avenue platform.

More information:

FINRA – EXCHANGE TRADED FUNDS (https://www.finra.org/investors/learn-to-invest/types-investments/investment-funds/exchange-traded-fund)
FINRA – NON TRADITIONAL ETF FAQ (https://www.finra.org/rules-guidance/key-topics/etf/non-traditional-etf-faq)
FINRA – KNOW BEFORE YOU INVEST: VOLATILITY LINKED EXCHANGE TRADED PRODUCTS (https://www.finra.org/investors/insights/volatility-linked-exchange-traded-products)
FINRA – LEVERAGED AND INVERSE ETFS – SPECIALIZED PRODUCTS WITH EXTRA RISKS FOR BUY-AND-HOLD INVESTORS (https://www.finra.org/investors/alerts/leveraged-and-inverse-etfs-specialized-products-extra-risks-buy-and-hold-investors)

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07

What are ADRs (American Depositary Receipts)?

ADRs (American Depositary Receipts) are negotiable securities, issued and traded, backed by securities issued by foreign companies. In the case of the American market, these assets are called ADRs. These certificates of deposit allow you to invest in foreign shares without having to open an account with a broker in the country where the stock is traded, operate in currencies other than the dollar, or transfer funds to another country besides the USA. More information:

FINRA (https://www.finra.org/investors/insights/shopping-foreign-stocks-here-are-few-things-keep-mind)
U.S. SECURITIES AND EXCHANGE COMMISION (https://www.sec.gov/fast-answers/answersadrshtm.html)

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08

What are REITs (Real Estate Investment Trust)?

REITs (Real Estate Investiment Trust) are companies that own or finance properties that typically generate income. REITs allow anyone to invest in large-scale property portfolios in the same way that investors can invest in various sectors, through the purchase of shares listed on the stock exchange. If the investors opt for REIT, they can obtain greater liquidity than if they were to invest directly in physical properties. This type of asset is similar to real estate funds in Brazil.

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09

Fractional orders, how does it work?

Avenue makes it possible to acquire fractions of a unitary share. For example: if a share is quoted at US$ 1,000.00 you can request a purchase of US$ 300.00 for that share. In this example, your purchase will be 0.30 shares.

IMPORTANT to point out that fractional purchases can only be executed with the ” market” order type.

It is important to understand that fractional stock trading has additional risks and limitations that you must understand before executing.

Cost: the execution of a fractional order (less than 1 action) will have the same cost of executing an entire order. The brokerage commission will follow our current table, see “Costs and Taxes”.

Rounding: You can buy and hold up to eight decimal places in your account. This can affect the purchase of a dollar-order order. For example, if you request an amount of $ 100 on a security, your transaction may not total exactly $ 100 due to rounding (it may be a penny less, but it will never be more than the order amount, before commission is charged).

Rounding may also affect your ability to be credited for cash dividends, stock dividends and splits. For example, if you own 0.0001 of a share that pays a dividend of one cent per share, we will not credit your cash balance against a fraction of a cent.

Limit orders will not be accepted for the purchase of fractional shares, Avenue will only accept market or stop orders for fractional shares. Orders placed outside normal trading hours cannot be executed under these conditions.

Transfer of Fractional Shares: fractional shares are not transferable. If you close your account or transfer your account to another company, the fractional installment will need to be settled, resulting in possible commission charges. Fractional shares cannot be placed in the form of a certificate and sent by mail. They will need to be sold. The commission charged for the settlement may equal the fractional part, if the fraction is less than our minimum commission.

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10

What kind of shares are available at Avenue?

What kind of shares are available at Avenue?

All shares traded on the Avenue Securities platform are common shares, and there are currently no preferred shares as an investment option.

Although all shares are of the same type, some companies may have two or more classes of shares, with different voting rights for each class.

The structure of more than one type of share is common for companies that want to maintain shareholder control with specific founders or executives. On Avenue you can also purchase fractional shares.

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11

Available assets

Stocks;

ADRs – American Depositary Receipts;

REITs – Real Estate Investment Trust;

ETFs – Exchange Traded Fund.

Below follow the list with the criteria for selection and inclusion of assets to the platform:

– Market value above 100 million dollars, or with an average daily trading volume above 40 thousand dollars in the last 3 (three) months.

-Equity issuers with the price above of $1. If the price of the stock falls below $1, Avenue Securities will place the asset on the watch list. If the asset remains below $1 for the period of consequitive 30 days, shareholders may be informed that the asset may be removed from the list. If the asset remais below $1 for the period of 60 days, shareholders will only have the option to liquidate their position.

– ADRs – American Depositary Receipts that are listed on NYSE or NASDAQ.

-ETFs

You can look up for a specific asset by following the next steps: OPERATIONS> ASSET SEARCH. If you are not able to find the desired asset within the established criteria, please contact our customer service requesting more information about the possibility to include the asset that you are interested in. Please send an e-mail to our customer service team informing the name and the code of the asset. Also, in the subject please include the following: Asset Inclusion Request.

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