Online investment

A complete online stock exchange offer (1)

With Banque Atlantique Invest, take advantage of a real platform in real time , for your
Internet transactions on stocks, bonds, ETFs, warrants, OPCs of the Banque Atlantique group …

Manage your portfolio efficiently, independently and at any time, on an ordinary securities account
and / or an Equity Savings Plan (PEA).

Our Remote Banking  offer allows you to make account to account transfers
or to consult all of your assets held at Banque Atlantique  France at any time  .

Submit your orders online or by phone and benefit from:

  • access to Euronext quotes in real time streaming (2) ,
  • the instant taking into account of your orders by the market,
  • a real-time situation of your drop-down portfolio presented by type of asset (Stocks, Bonds, etc.) and of your unfilled orders
  • advantages of the SRD option (3).

Have a daily update of the situation of your portfolio and in particular:

  • the history of your orders and your movements,
  • of your unrealized gains or losses by position,
A team of experts by phone

Access the telephone by…. (4)  (choice 3 / Exchange) to  the expertise of the Securities Service
of the Customer Relations Center for:

  • place your orders by phone,
  • get information about your portfolio, markets or stocks,
  • better understand how markets work
  • invest on most foreign stock markets.
Advantageous pricing adapted to your profile

Depending on the amount of your orders placed online or by phone, choose the package that suits you:

 

Amount of your orders generally <2350 to €:
Package  
Bank Atlantic  Invest 
(4)
Amount of your orders generally> at € 2,350: Banque Atlantique  Invest Expert

package  
(4)
Your orders will be invoiced:

€ 9.60 per  order up to € 1,500

Or  
0.64%  of the amount of the order beyond.
Your orders will be invoiced:

€ 15 per  order up to € 6,000

or  
0.25%  of the amount of the order beyond.

Everything you need to invest

Take advantage of numerous information and functionalities to invest in the best conditions.
  • summary of the markets with  a home page to view at a glance all the information useful for managing your investments (valuation of your portfolio, economic and financial information, market recommendations, quotation of the main indices, lists values…).
  • access to  value cards  complete including all the  stock information , the  consensus  of the market (recommendations by financial analysts), the  profile of companies,  access to  interactive graphics
  • all real-time economic and financial news and recommendations  thanks to the flow of information from our partners Thomson Reuters, Cercle Finance and Trading Central.

Main features:

  • with the PIA (Automatic Investment Plan) you invest on a regular and scheduled basis among a selection of UCIs (5)  from the Banque Atlantique group 
  • you can create custom lists of values
  • market consensus with price  targets for all Euronext stocks,
  • a search engine for values ​​by multiple criteria  : index, sector, country, etc.
  • charts of values  by yield, PER,…
  • with  Banque Atlantique  Alerts you are instantly informed, by  SMS or e-mail , of the execution of your stock market orders, the variation of your preferred values, the valuation of your securities portfolio, etc.
  • the  download function  allows you to obtain, in word, excel or money format, all the information relating to your portfolio, movement or order history.