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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.
Analysis
Define your financial profile and choose the right investments to make and monitor over time.
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.
Discover all the benefits of wealth care at Popular Private Client.
Palladium Checking with exclusive rewards
Get higher purchase limits, monthly rebates (e.g., waived ATM fees, domestic and foreign), theft protection and more.1
Interest rate benefits
Highly attractive money market rates and bonus rates on applicable linked promotional and renewal certificate of deposit (CD) accounts.1 Contact us for details.
End-to-end mortgage services
Take advantage of discounted rates for home purchase or refinance.2
Trust services
Partner with a Trust Advisor for estate planning, business transition planning or other administration concerns.
Customized lending solutions
Access flexible consumer and commercial lines of credit to meet personal or business needs.2
Investments products
Choose the right mutual funds and ETFs, create self-directed trading accounts, or open a 529 plan.3
1Please refer to the applicable deposit disclosures and your Private Banker for further account details. Applicable while you have and maintain the Popular Palladium Checking requirements. For certificates of deposit, a penalty will be imposed for early withdrawal. Fees may reduce earnings on the account. 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
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”). Member FINRA / SIPC. Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated. Products and services made available through Infinex 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.
Investment and insurance products:
| Are not FDIC insured | Are not guaranteed or insured by any bank or bank affiliate | Are subject to investment risk, including the possible loss of value |
| Are not deposits or obligations of any bank or any bank affiliate | Are not insured by any federal government agency | Are not a condition to any banking service or activity |
Popular Bank. NMLS ID # 417584
