Structured Products & Fixed Income Offerings for Financial Professionals

Thank you for visiting the new Structured Investments website. Incapital is dedicated to supporting investment professionals with leading products and educational resources. We offer fixed income and structured products through Broker-Dealers, banks and RIAs. Resources on this site include:

Please contact us with questions or feedback regarding this site or our offerings.

Tom Ricketts
Chairman & CEO, Incapital LLC

While individual investors are welcome to access portions of this site, it is primarily intended for financial professionals.

Are you a Financial Professional?

Financial Professionals can register to access aditional offerings, continuing education, and resources available only to Broker-Dealers and RIAs.

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Continuing Education

Five courses available to Financial Professionals to improve your knowledge of Structured Investments that may qualify for firm CE credit.

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Offerings

View products currently available to Broker-Dealer and Fee-Based accounts including links to the offering documents.

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US Distributor of the Year

SP 2009 Award mtn-i award

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New Issues*

JP Morgan Chase
Classic 06/17/2010

JP Morgan Chase
Classic 09/17/2010

UBS
Classic 09/20/2010

JP Morgan Chase
Classic 03/17/2011

Union Bank, N.A.
Participating Index Linked 03/31/2014

Wells Fargo Bank, N.A.
Participating Index Linked 03/31/2014

JP Morgan Chase Bank, N.A.
Participating Index Linked 03/31/2015

Union Bank, N.A.
Participating Index Linked 03/31/2015

JP Morgan Chase Bank, N.A.
Participating Index Linked 03/31/2016

Union Bank, N.A.
Participating Index Linked 03/31/2016

Wells Fargo Bank, N.A.
Participating Index Linked 03/31/2016

Harris National Association
Callable Index Linked 03/31/2015

Wells Fargo Bank, N.A.
Yield Curve Steepener 03/19/2020

JP Morgan Chase Bank, N.A.
Yield Curve Steepener 03/31/2025

JP Morgan Chase Bank, N.A.
Range 03/26/2025

Union Bank, N.A.
Cliquet 09/30/2013

JP Morgan Chase Bank, N.A.
Cliquet 03/31/2016

Wells Fargo Bank, N.A.
Cliquet 03/31/2016

JP Morgan Chase Bank, N.A.
Income Generator 03/31/2016

Bank of America Corp.
CPI Linked 03/19/2020

Goldman Sachs Group, Inc.
Yield Curve Steepener 03/31/2025

JP Morgan Chase
Step-Up Callable 03/26/2020

Bank of America Corp.
Step-Up Callable 03/12/2025

Goldman Sachs Group, Inc.
Step-Up Callable 03/24/2025

JP Morgan Chase
Buffered Return Enhanced Note 03/30/2012

Goldman Sachs Group, Inc.
Buffered Return Enhanced Note 09/30/2011

JP Morgan Chase
Contingent Review 09/30/2011

Goldman Sachs Bank USA
Participating Index Linked 10/01/2015

JP Morgan Chase Bank, N.A.
Participating Index Linked 03/31/2014

JP Morgan Chase
Buffered Return Enhanced Note 09/30/2011

*Please see important disclaimers regarding these offerings.
Issuers: