Become a member of Popular Private Client

We think your future is the ultimate human interest story.

​We talk that way. Plan that way. Care that way. Because life goals are connected to wealth goals, and your wealth goals are deeply personal. Wealth care at Popular Private Client is our human approach to supporting your wealth management and flourishing.

Planning

Planning

Learn to clarify goals, differentiate your priorities, and adapt to unforeseen circumstances.

Analysis

Analysis

Define your financial profile and choose the right investments to make and monitor over time.

Strategy and Support

Strategy and Support

Navigate market uncertainties by readjusting your strategies based on your time horizon and risk tolerance.


Are you ready to have a conversation about your future?

Connect with a private banker to share your needs and start designing a plan that inspires you to manage, invest in, and achieve life goals.







By submitting this form I expressly acknowledge that Popular Bank may contact me by phone or email.

Discover all the benefits of wealth care at Popular Private Client.

Palladium Checking with exclusive benefits

Get higher purchase limits, monthly rebates (e.g., waived ATM fees, domestic and foreign), theft protection and more.1

Interest rate benefits

Enjoy exclusive rates for money market accounts.1
Contact us for details.

Trust Services

Trust services

Partner with a Trust Advisor for estate planning or other administration concerns.

Customized lending solutions

Customized lending solutions

Access flexible consumer lines of credit to meet your needs.2

Investments Products

Investments products

Choose the right mutual funds and ETFs, create self-directed trading accounts, or open a 529 plan.3

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1Please refer to the applicable deposit disclosures and your Private Banker for further account details. In order to qualify for the exclusive rates for money market accounts, a customer must meet and continue to satisfy the Popular Palladium Checking requirements. Contact a Private Banker for more information.

2All loans are subject to credit review and approval. Rates, program terms and conditions vary by state and are subject to change without notice.
NMLS ID # 417584

3

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Investment Accounts: Investments are not insured by the FDIC, not a deposit, and may lose value.

Popular Bank. NMLS ID # 417584

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media, or a third-party website. Learn more.