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 digitally open brokerage accounts in the US with our SEC registered broker-dealer partner

Step 3 – Remit money to the brokerage account using client’s existing bank accounts

Step 4 – Invest in thematic baskets of stocks and ETFs

Step 5 – Provide your clients a consolidated view of their domestic and global investments on the Fintso client app and as consolidated portfolio statements