ADVISORY

Sit back, relax and our investment experts will do the work for you

Advisory with medirect New to Investing?

Why with MeDirect?

Expert Advisors

Our team of financial advisors will assess your financial situation to make sure your investments help you achieve your goals.

Optimal Mix

We combine long-term expertise with modern research tools designed by Morningstar, to identify the optimal mix of securities that fit your financial needs.

Tailored Portfolios

Our tailored advisory portfolios are aligned with your investment preferences. You will have a dedicated relationship manager, but the ultimate decision will be yours.

About our advisory service

1. Understanding your goals

Our team of financial experts will take the time to understand your needs and risk tolerance to be able to guide you in reaching you financial goals.

2. Expert, up-to-date advice

We provide financial advice based on what is happening within the financial world. You can also track all your investments live through the MeDirect App.

3. Financial planning

The final decisions are always up to you, however, our team of professionals will provide guidance to ensure your investment targets are in line to meet your life goals.

Consolidate your portfolio. Transfer your assets to MeDirect

Having all your investments in one place gives you more control. Transferring these assets to MeDirect is easy, quick and efficient. By reimbursing our clientele for their third party transfer payments, and with no custody fees, it is a no brainier. Get in touch with us today and consolidate your portfolio.

Have any questions you would like to ask before you start investing?

Have any questions about wealth management?

How can MeDirect help me invest?

Our team of financial advisors will assess your financial situation to make sure your investments are targeted towards achieving your goals.

How do I open an Investment Account?

If you are already a client of MeDirect opening additional accounts is quick and easy. You will just need to Log In to your account via desktop or open our Mobile App, click on Open an account and follow the steps indicated on screen. All of the same securities that are available on our online trading platform can be traded through the app. The trading experience via the app is very similar to our online platform, so you can use whichever you prefer. All trades made via the app can be seen online, and vice versa. For an overview of trading on the app see our Mobile App User Guide. If you are not a client of MeDirect you will need to choose Become a Client  and follow the steps indicated on screen.

How do I place an order?

Once you have opened an Investment Account and accessed your Online Trading platform, you can place an order in a few different ways. If you know the name, ticker or ISIN of the security, you can access the “Place an order” screen from your dashboard by: 
  • Clicking on ‘Trade’ and selecting ‘Place an order’
  • Clicking on My Investments, selecting ‘Overview’ and click on the button ‘Invest’
You can also place orders through the search tools. This helps you search for investments and enables you to place orders, by clicking on the "Place Order" button located next to each security. The search tools can be accessed directly from the “Trade” menu or by clicking on ‘Browse products’ and selecting ‘Explore investment products’, where you can choose any one of the investment categories. You can also buy or sell securities that you already hold by clicking on ‘My investments’, selecting ‘Overview’, clicking on a security and choosing whether you would like to Buy or Sell the security from your portfolio.

More FAQs

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We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.