Finamex Trading offers Mexican/SIC securities and MXN/USD forwards through its app and web platform. Digital dealing costs 0.06% plus recurring asset charges and MXN 86 + VAT monthly market data.[1][5]
Broker essentials01
Casa de Bolsa Finamex — essential scope
| Measure | Value | Context |
|---|---|---|
| Primary service | Securities / multi-asset brokerage | Source 1 |
| Institution or operator | Casa de Bolsa Finamex, S.A.B. de C.V. | Source 1 |
| Home jurisdiction | Mexico | Source 1 |
| Official research source | https://www.finamex.com.mx/ | Source 1 |
| Source review | 2026-10-26 | Source 1 |
| Direct leveraged retail FX CFDs | Not established by sources for this particular service | Source 1 |
Accounts and onboarding
Sections ↑Finamex’s legal identity is a Mexican casa de bolsa (broker-dealer), not a deposit-taking bank. Its investment-intermediation contract, digital execution access and discretionary managed portfolios have different legal and fee effects.[1][3][2]
Account comparison02
Contract types and scope
| Item / condition | Verified detail and interpretation |
|---|---|
| Legal operator | Casa de Bolsa Finamex, S.A.B. de C.V.Source 1 |
| Financial sector | Casas de Bolsa / securities brokerage in Mexico.Source 1 |
| Digital trading | Finamex digital-platform client with brokerage commission and balance fee.Source 1 |
| Non-digital legacy clients | Guide says already-active customers move to digital fee policy when migrating to digital platform.Source 1 |
| Portfolio management | Separate managed/asset-management service and fee schedules should not be merged with digital dealing.Source 3 |
| Geographic reach | Mexico-focused securities brokerage and investments; no worldwide FX margin onboarding evidenced.Source 1 |
Account comparison03
Eligibility and identification
| Item / condition | Verified detail and interpretation |
|---|---|
| Securities contract | Contrato de Intermediación Bursátil, documented with CONDUSEF.Source 1 |
| KYC and investor categorisation | Customer identification, investment-services suitability and client classification depend on signed contract.Source 1 |
| Platform migration | Pricing and services can change when an existing client moves to digital route.Source 1 |
| Company domain | Use www.finamex.com.mx for official documents; dated campaign subdomains may be historical.Source 2 |
Account comparison04
Finamex Trading activation and identity checks
| Item | Terms and practical effect |
|---|---|
| Individual online application | INE identification, RFC tax number, a bank CLABE in the applicant’s name and a photo.Source 5 |
| Full-function access | The product page states access from MXN 10,000, including live information and currency trading.Source 5 |
| Corporate application | The page directs legal entities to +52 55 5209 2080.Source 5 |
Products and market access
Sections ↑Finamex’s current Trading page confirms MXN/USD forwards alongside securities listed in Mexico and the SIC. The January 2026 guide separately describes managed derivatives strategies, including a quarterly-liquidity portfolio. Their mandate and liquidity terms should not be conflated.[5][1]
At a glance05
Investment services
| Item / condition | Verified detail and interpretation |
|---|---|
| Listed securities | Mexican investment intermediated instruments under the contracted brokerage service.Source 1 |
| Digital market orders | Electronic-platform trade execution subject to digital commission.Source 1 |
| Discretionary/managed portfolios | Different mandate, risk and portfolio fee charges.Source 3 |
| Finamex Trading today | The current Trading page covers Mexican-listed instruments and SIC securities; its instrument count is a company estimate that can change.Source 5 |
| MXN/USD forwards | The current Trading page expressly offers peso/US-dollar forwards; customer permissions and forward terms still govern individual access.Source 5 |
| OTC CFD/MT4 retail forex | No verified offering from January 2026 investment services guide.Source 1 |
At a glance06
Market and currency distinctions
| Item / condition | Verified detail and interpretation |
|---|---|
| Mexican pesos | Native pricing and local account balance in MXN.Source 1 |
| Foreign securities | Client contract may provide foreign-investment channels with custody and currency terms; do not infer unrestricted access.Source 1 |
| FX risk | International holdings can move with MXN/USD even if purchase is an ordinary security, not a forex margin deal.Source 1 |
| Forward exposure | The advertised currency instrument is an MXN/USD forward; this does not establish a generic leveraged-spot CFD account.Source 5 |
At a glance07
Managed derivatives portfolio in the 2026 guide
| Item | Terms and practical effect |
|---|---|
| Underlying markets | Currencies, rates, equity indices and commodities.Source 1 |
| Investment horizon | Medium to long term, with high short-term volatility.Source 1 |
| Liquidity | Quarterly for the named derivatives portfolio.Source 1 |
| Access distinction | A managed-strategy mandate differs from individual app permission to trade an FX forward.Source 1 |
Fees, charges and economic examples
Sections ↑The 0.06% digital execution fee sits alongside an annual asset charge billed monthly and MXN 86 plus VAT in monthly market data. The guide uses balance bands for the free-position contract balance; it does not specify a marginal-slice calculation.[1][5]
Pricing & charges08
January 2026 digital trading charges
| Item / condition | Verified detail and interpretation |
|---|---|
| Transaction commission | 0.06% of value for trades through digital platforms.Source 1 |
| Portfolio balance up to MXN1m | 2.00% annualised on the relevant average free-position contract balance, billed monthly.Source 1 |
| Portfolio balance MXN1,000,000.01 and above | 1.00% annualised on relevant average free-position contract balance, billed monthly.Source 1 |
| Market data | MXN 86 plus VAT per month, explicitly stated in the current Trading FAQ.Source 5 |
| Mexican VAT | Applicable IVA added to charges under official guide.Source 1 |
| Prior clients | Guide states existing customer fee treatment changes upon digital platform migration.Source 1 |
Pricing & charges09
Cost interpretation and limits
| Item / condition | Verified detail and interpretation |
|---|---|
| No invented marginal fee formula | Table names a balance band and annual rate; do not multiply by marginal slices absent a clear stated rule.Source 1 |
| Billed monthly | Annualised portfolio-rate charge is calculated and charged monthly on described position.Source 1 |
| Trading and holding | 0.06% ticket fee and periodic percentage are different amounts; consider both.Source 1 |
| Cash distinction | Phrase “posición libre” should be read under actual contract instead of assuming the rate applies to all client assets equally.Source 1 |
| Managed portfolio | A separate managed service may have different schedule; do not import one plan’s fee into another.Source 3 |
Pricing & charges10
Basic arithmetic examples — conditional, pre-VAT
| Item / condition | Verified detail and interpretation |
|---|---|
| MXN100,000 digital order | 0.06% × MXN100,000 = MXN60 execution commission.Source 1 |
| MXN500,000 free-position balance | At quoted 2% p.a. and 12 equal monthly accruals, MXN10,000 annual indicative / MXN833.33 monthly; actual accrual method/eligibility must be confirmed.Source 1 |
| MXN1.5m free-position balance | At quoted 1% p.a. whole-balance band, indicative MXN15,000 p.a.; contract may differ in method, not a guaranteed invoice.Source 1 |
| Consolidation warning | Illustrations omit tax, market data, funding, investment management and product-specific charge.Source 1 |
At a glance11
Which document governs which service
| Item | Terms and practical effect |
|---|---|
| Current Trading FAQ | Confirms monthly data billing, advertised forwards and digital service features.Source 1Source 5Source 3 |
| January 2026 investment guide | Detailed fee scope, asset-band calculation, transfers and complaints.Source 1Source 5Source 3 |
| Separate 2026 managed schedule | The 2026 commission document covers managed fixed/variable charges and repeats the separate digital 2%/1% bands; it does not replace digital pricing with managed rates.Source 3 |
Pricing & charges12
Low-balance and inactive-account charges
| Item | Terms and practical effect |
|---|---|
| Low-balance trigger | Period average or total contract value below MXN 250,000.Source 1 |
| Monthly account fee | Maximum MXN 800 plus VAT; previously charged fixed commissions are considered. It should not automatically be added in full to every other fee.Source 1 |
| Exceptions | Employees/first-degree relatives, qualifying groups with average balance above MXN 250,000, and savings funds.Source 1 |
| No activity for at least six months | Custody: 0.10% annually on average monthly balance.Source 1 |
Pricing & charges13
Transfers, deposits and extra statements
| Item | Terms and practical effect |
|---|---|
| Securities transferred out | 0.10% of transferred value.Source 1 |
| FX transfer below USD 5,000 balance | USD 15.Source 1 |
| Deposit through Finamex bank accounts | Up to MXN 7 per deposit.Source 1 |
| SPEI to the client’s Finamex CLABE | No incoming-deposit fee.Source 1 |
| Statement absent from online platform | MXN 100 plus VAT per requested statement.Source 1 |
Pricing & charges14
Separate managed-portfolio fixed annual rates
| Published average-balance band | Annual fixed rate |
|---|---|
| MXN 0–1,000,000 | 2.50%Source 3 |
| MXN 1,000,000.01–5,000,000 | 1.50%Source 3 |
| MXN 5,000,000.01–10,000,000 | 1.00%Source 3 |
| MXN 10,000,000.01–25,000,000 | 0.85%Source 3 |
| MXN 25,000,000.01–100,000,000 | 0.60%Source 3 |
| MXN 100,000,000.01–500,000,000 | 0.35%Source 3 |
| Above MXN 500,000,000 | 0.25%Source 3 |
Pricing & charges15
Managed-strategy variable commissions
| Item | Terms and practical effect |
|---|---|
| Mexico II, US and Global equity portfolios | 20% of the stated variable-fee base, provided gross return is positive and exceeds the relevant benchmark. The base is the lower of the gross return and positive outperformance.Source 3 |
| Benchmarks | IPC for Mexico II, S&P 500 for the US portfolio and ACWI for Global; annual calculation with monthly cumulative adjustments.Source 3 |
| Derivatives and Cartera Finamex | A separate monthly formula charges 20% on positive strategy return above the specified 28-day CETES reference, using the period’s average balance and days.Source 3 |
| Additional cost | Applicable VAT is added. The fixed annual-rate table alone is not the complete managed-strategy charge.Source 3 |
Execution, orders and trading platforms
Sections ↑The company’s digital trading commission can only be interpreted against products available to the specific client and the time and venue of their order.[1][4]
At a glance16
Execution and order perimeter
| Item / condition | Verified detail and interpretation |
|---|---|
| Digital platform | Online trade orders where instrument/account permission is available.Source 1 |
| Product eligibility | Market and permitted securities depend on Mexico investment contract and profile.Source 1 |
| Legacy versus migrated access | Account migration can change pricing; older platform screenshots must not overrule live conditions.Source 1 |
| Order types | Limit, stop, order lifetime and API access should be established from current platform/manual, not the pricing guide.Source 1 |
| Dealing versus investment advice | Order execution is not automatically advisory/portfolio management.Source 1 |
| Price performance | No tested quote latency, typical bid/ask spreads or execution-quality metric assumed.Source 1 |
At a glance17
Settlement and investment scope
| Item / condition | Verified detail and interpretation |
|---|---|
| Security ownership | Intermediated financial securities held through a brokerage/custody arrangement.Source 1 |
| MXN settlement | Account cash and purchases priced in relevant market denomination.Source 1 |
| Foreign-market purchases | FX conversion and custody chain can differ from domestic MXN securities.Source 1 |
| Forward trades | Current product page confirms MXN/USD forwards; maturity, collateral and settlement obligations require the forward agreement.Source 5 |
At a glance18
Finamex Trading platform features
| Item | Terms and practical effect |
|---|---|
| Access | App and web trading.Source 5 |
| Charting | TradingView charts and technical-analysis tools.Source 5 |
| Algorithms | Automated-algorithm functionality is advertised; no performance or execution guarantee is established.Source 5 |
| Equity orders outside session | The FAQ says orders can be entered for the next business day.Source 5 |
| Trading sessions | The page publishes separate share and MXN/USD windows but does not explicitly label their timezone; use the account’s market calendar.Source 5 |
Funding, settlement and withdrawals
Sections ↑The balance subject to the recurring portfolio percentage may be different from the immediate cash shown in an app. Company contract wording must govern available-for-withdrawal balances and account transfer eligibility.[1]
At a glance19
Cash and securities process
| Item / condition | Verified detail and interpretation |
|---|---|
| Brokerage cash account | Broker ledger records settled assets and cash according to Mexican intermediation agreement.Source 1 |
| Digital migration | Price schedule changes require status of signed relationship and effective activation.Source 1 |
| Free-position balance | An accounting category used in guide’s asset percentage, not necessarily a withdrawable-cash balance.Source 1 |
| Outbound securities transfer | 0.10% of the value transferred to another financial institution under the January 2026 guide.Source 1 |
| Third-party transfers | Confirm beneficiary identity, bank/custody instructions and regulatory conditions.Source 1 |
| FX conversion | The foreign-exchange service charges USD 15 for transfers involving balances below USD 5,000. This is not a universal FX conversion spread.Source 1 |
Regulation, custody and protection
Sections ↑Casa de Bolsa Finamex, S.A.B. de C.V. provides Mexican securities and investment services. Securities custody, investment advice and discretionary management have distinct contractual scopes; investment losses are not bank-deposit claims.[1]
Entities & regulation20
Legal identity and protection scope
| Item / condition | Verified detail and interpretation |
|---|---|
| Legal entity | Casa de Bolsa Finamex, S.A.B. de C.V., as named in its January 2026 service guide.Source 1 |
| Regulatory sector | Mexican securities brokerage (casa de bolsa). Check the exact contracting entity and account permissions before using a product.Source 1 |
| Guadalajara office | The January 2026 guide lists Av. Américas 1545, floors 18 and 19, Col. Providencia 5a Sección, Guadalajara, Jalisco, C.P. 44638.Source 1 |
| Regulatory duties | CNBV securities supervision and Mexican investment-service rules apply by firm category; no individual current licence query claimed.Source 1 |
| Investment protection | Market losses are not insured by Mexican deposit insurance/IPAB.Source 1 |
Customer support, disputes and records
Sections ↑For customers with a pricing dispute, the signed intermediation contract, order confirmation and exact platform migration date matter more than a generic online marketing claim.[2][1][3]
At a glance21
Complaint and service evidence
| Item / condition | Verified detail and interpretation |
|---|---|
| Official firm | www.finamex.com.mx and investment-services contact details.Source 2 |
| Company address | The January 2026 guide lists the Guadalajara office at Av. Américas 1545, floors 18 and 19.Source 1 |
| Financial grievance | Finamex UEAC: [email protected]; +52 55 5209 2000, extensions 2030 and 2061.Source 1 |
| Fee discrepancy | Capture executed order, fee description, contract band and digital migration status.Source 1 |
| Emergency orders | No evidence from inspected guide of guaranteed telephone out-of-hours order acceptance.Source 1 |
At a glance22
Tax and transaction documents
| Item / condition | Verified detail and interpretation |
|---|---|
| Trade confirmations | Record commissions and executed security/market quantities.Source 1 |
| Periodic statements | Reconcile average free-position balance with monthly charged fee.Source 1 |
| Tax classification | Mexico VAT, withholding and individual income-tax reporting depend on client circumstances.Source 1 |
| Portfolio management | Use the service-specific statement and mandate for discretionary assets.Source 3 |
At a glance23
UEAC complaint process and response timing
| Item | Terms and practical effect |
|---|---|
| Written complaint | Include name, contract number, telephone, event date, reason and supporting documents.Source 1 |
| Submission | [email protected]; telephone +52 55 5209 2000, extensions 2030/2061.Source 1 |
| Acknowledgment | The guide states a maximum 36 hours to acknowledge receipt and supply a case number.Source 1 |
| Written response | Maximum 30 business days, with supporting documents.Source 1 |
| External escalation | CONDUSEF procedures remain separate from the firm’s internal process.Source 1 |
Additional services and technology
Sections ↑Finamex also offers other investment mandates, but a separate adviser or managed-account charge must not be assumed to be included in a 0.06% digital share-dealing ticket.[1][3][4]
At a glance24
Additional business lines
| Item / condition | Verified detail and interpretation |
|---|---|
| Investment services | Brokerage and securities advice/intermediation framework.Source 1 |
| Digital execution | Published electronic 0.06% order commission.Source 1 |
| Asset-managed mandates | Different contract/asset management schedules.Source 3 |
| Current FX-forward product | Current Finamex Trading page confirms MXN/USD forwards in app/web trading.Source 5 |
| Data service | MXN 86 plus VAT monthly, as stated in the current Trading FAQ.Source 5 |
| Automation scope | The Trading page advertises automated-algorithm functionality; it does not establish a copy-trading mandate or autonomous-AI authority.Source 5 |
Company, ownership and regulatory identity
Sections ↑Finamex’s current Trading page describes specific share and MXN/USD-forward access, while its dated investment guide governs a wider range of securities and managed mandates. Individual permissions and charges depend on the contracted service.[1][5]
At a glance25
Corporate identity
| Item / condition | Verified detail and interpretation |
|---|---|
| Legal name | Casa de Bolsa Finamex, S.A.B. de C.V.Source 1 |
| Sector | Casa de Bolsa, Mexico.Source 1 |
| Guadalajara location | Guadalajara, Jalisco; the current service guide lists the office address.Source 1 |
| Information date | January 2026 investment-services guide, supplemented by the current Trading page.Source 1Source 5 |
| Fee guide effective source | The January 2026 guide and current Trading FAQ give service-specific pricing.Source 1Source 5 |
| Business scope | Domestic securities brokerage/investment-service organisation, not verified international CFD onboarding.Source 1 |
- Headquarters
- Guadalajara, Mexico
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
Casa de Bolsa Finamex, S.A.B. de C.V.
MexicoSource 1
No separate licence entry is recorded in this panel.
Additional information and practical questions
Sections ↑A low commission percentage without the annualised asset charge gives an incomplete economic picture. The precise balance base and fee tier methodology are priority contract questions.[1]
At a glance26
Questions before opening/migrating
| Item / condition | Verified detail and interpretation |
|---|---|
| Pricing status | Is the account on digital commission terms and what is the migration date?Source 1 |
| Execution | Which security and exchange qualify for 0.06% transaction commission?Source 1 |
| Position fee | What does “posición libre” cover and is threshold rate whole balance or marginal?Source 1 |
| Frequency | Confirm monthly billed annualised fee and when assessed.Source 1 |
| Tax and data | Which charges attract Mexican IVA and market data fees?Source 1 |
| Withdrawal | What settled funds are free to transfer after open liabilities?Source 1 |
The current Trading FAQ and January 2026 guide agree on the principal digital fees. The product page also confirms monthly data billing and MXN/USD-forward access. Managed strategies have separate fixed and variable charges.[1][5][3]
Sources & further reading
- Finamex investment services guide dated January 2026 Casa de Bolsa Finamex · Accessed 26 Oct 2026
- Official Finamex brokerage and investment services home Finamex · Accessed 26 Oct 2026
- Finamex portfolio management / fee disclosures Finamex · Accessed 26 Oct 2026
- Finamex Trading historic 2023 marketing materials Finamex · Accessed 26 Oct 2026
- Finamex Trading current product and account FAQ Finamex · Accessed 26 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.