How is Fintso is making global investing easy and accessible?
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
What if Fintso suffers an outage or shuts down?
Global investing accounts are held by brokerage and clearing services providers in the US. The custody of your account is managed by some of the largest banks and clearing firms in the world. If Fintso goes down, the account will still be safe and ...
Do I get any research material on investing in US equities?
Fintso will be making available advisory support material through the platform including marketing material such as factsheets, research articles, etc. from time to time.
Can NRIs invest via Fintso?
Yes, NRIs can invest via Fintso. If NRIs are adding funds via India, they can use their existing NRE or NRO accounts and if they are adding funds from their foreign bank accounts which do not fall under LRS, they can directly remit funds from their ...
What are the available investment opportunities through Fintso?
Fintso has created three curated portfolios which are designed to identify the themes of tomorrow. These baskets are pre-configured collections of stocks and ETFs that you can invest in with a single click. We aim to solve the challenge of “what to ...
Is there any KYD process before my clients can invest through globally on Fintso?
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 ...