Once your client’s brokerage account is opened, he/she will need to initiate the fund transfer to the brokerage account. This process could take another 2-3 business days. The remittance can be completed either through an online or offline process. ...
Yes, through the Reports module in Fintso, you can generate consolidated or Global Investments specific portfolio statements for your clients which carry your brand name and identity. The consolidated statement covers both onshore and offshore ...
If an order is placed during US non-market hours, the order will get executed once the market opens on the next working day. If an order is placed during US market hours, the order will get executed immediately or depending on market liquidity.
You can initiate the withdrawal by clicking on ‘Withdraw’ and entering the withdrawal amount and selecting the client bank account. Once your client verifies the information through the Fintso app or a verification link, the transaction will be ...