Translate an Israeli securities portfolio statement to English

tik niarot erech (דוח תיק ניירות ערך). Upload the original and get it back in English with the same layout: every stamp, table and number stays where it is.

Hebrew → English
Asked for in 4 use cases
Private document
Issued by Bank / broker

Translate your securities portfolio statement How we translate it

Sample Israeli securities portfolio statement, fictional data — **Sample, fictional data.** Names, numbers and stamps are invented; no real document is shown.

What it is

Statement of investment holdings. Proof of funds for golden visas, property purchases and mortgages.

Key fields

What appears on the document and must come through in the translation.

Account
date
holdings with security numbers
quantities
values
currency

How we translate it

These rules go to the translation engine when you upload a securities portfolio statement, on top of the general rules for Israeli documents.

Keep security numbers and ISINs exactly.
Keep quantities, values and currency per line.
Keep the valuation date.

Common mistake: Converting currencies.

Glossary

Terms on the document and the English we use for them.

Hebrew	English
מספר נייר	Security number
כמות	Quantity
שווי	Value
מט״ח	Foreign currency

Who asks for it

Use cases where a translated securities portfolio statement is on the list.

Buying or investing in property abroad Proof of funds / source of funds (AML checks)Residency by investment (golden visa)US E-2 investor visa sometimes

Apostille and validity

Private document: a plain translation is usually accepted. If an apostille is needed, notarize a copy first.

Samedoc gives you an English copy in the original layout. You're responsible for checking it before you submit it, and a professional manual review is available at extra cost. Where an authority requires a certified or sworn translation, a qualified translator signs it; the Samedoc copy gives them a ready draft. Check the official source for your destination.

Questions

Who asks for a translated securities portfolio statement?

It is on the document list for Buying or investing in property abroad, Proof of funds / source of funds (AML checks), Residency by investment (golden visa) and US E-2 investor visa.

Does a translated securities portfolio statement need an apostille?

Private document: a plain translation is usually accepted. If an apostille is needed, notarize a copy first.

Will the numbers and stamps stay the same?

Yes. Samedoc keeps every number, date, ID, amount, stamp and signature exactly where it is and only replaces the text, so the English copy can be checked against the original line by line.