Registration & Access

01

Joint account

02

Account access

03

Account under review

04

Edit your account information

05

Terms and contracts

06

Necessary requirements for opening an account

07

Account opening

01

Joint account

The joint account offered by Avenue Securities is of the Joint Tenants with Rights of Survivorship (JTWROS) – American structure in which each party is entitled equal to the assets of the account. Each party also has the right to “survive” (right of survivorship) – when a co-owner dies, all account assets automatically go to the other(s) co-owner(s) without the inventory in the American account.

In the individual account, the customer is the sole owner of the account and the assets. The customer is who controls the investments and only he can request withdrawal and send resources.

In both cases (joint or individual account), deposits and withdrawals from/to the current account in the bank should be exclusively from an account of the same ownership as the principle owner of the Avenue account.

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02

Account access

If you do not remember your login information, go to Login > I forgot my password – Your access key is your email and whenever accessing your account we will send you a code to your cellphone device as a second authentication factor. After requesting the code via SMS, the system will also give the option for you to get the code via WhatsApp, Email or Voice.

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03

Account under review

After filling in personal and professional data, your account will be validated in a few moments.

If we are unable to validate your data automatically, for your account to be opened, it will be necessary to send your documents digitally and you will be able to do so immediately after filling in your data through our website.

Our average document review period is 2 (two) working days.

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04

Edit your account information

You can change your data directly in your online access.

Go to your profile (top right hand corner of the page by clicking on your email).

Scroll to the bottom of the page and click edit. You will be able to directly edit your data there after confirmation of token sent via SMS.

At the end of each step, you must click next, so that the next fields are available for change.

Your contact number as well as your email address (access keys) cannot be changed. For this information, you must contact us via phone or chat to confirm your data.

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05

Terms and contracts

When opening your Avenue account, you must give electronic acceptance to all of our legal terms and contracts. Do not worry! These terms will always be available on your Avenue customer access. Adhesion to these contracts is mandatory for opening your account at the brokerage and accessing the American Investment market.

In addition to accessing contracts in a logged environment, you can also access them here: https://avenue.us/disclosures/

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06

Necessary requirements for opening an account

– Be at least 18 years of age;
– Proof of residence;
– Bank Account in your name;
– CPF Active;
– Valid identity document with photo;
– Cell phone number;
– Active Email Address.

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07

Account opening

Our registration is 100% online and to open your account, just click on “Open your Account” on the home page and follow the instructions. We will ask you for some personal and contact information necessary so that we can finalize your registration. Make sure to provide your full name (without abbreviations) and a valid phone and email. They will be our communication channel and whenever you access your Avenue account, we will, for security, confirm your identity through the telephone provided (via SMS).

For this reason, we recommend having a personal identification document (RG or CNH) and an updated proof of residence (issuing up to 90 days).

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