You can add client by clicking on the ‘Add Clients’ button within the Global Investments module. This will open a page where you need to fill in the client’s bank account details, the risk tolerance questionnaire and upload an ID proof and an address ...
Yes, when you click on the LRS tile in Profile or in Products, an agreement will show up. This is an omni-agreement between you, Fintso and our partner specializing in LRS investments. Once you accept the Agreement, you will be allotted a Partner ID ...
The investments are made through Nasdaq and NYSE. Basket orders can be placed 24x7, but the execution of these orders would occur during U.S. market hours only.
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 ...
Step 1 – Sign up on Fintso and complete your profile and subscription if you haven’t already. Enable ‘Global Investments’ by just accepting the Global Investments Agreement in the Profile section Step 2 – Complete your clients’ online KYC to ...