Can I send a consolidated portfolio statement to my client?
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 investments.
Alternatively, your clients can view their entire
portfolio on the Fintso app.
Does my client receive any direct
communication from the broker-dealer?
Yes, the broker-dealer sends transaction
confirmation emails directly to the client as
required by the US SEC.
Related Articles
Does my client get dividends from Baskets?
Yes. If there is a dividend pay-out from a Stock, the dividends are directly deposited in your client’s investment account.
Does my client get dividends from Baskets?
Yes. If there is a dividend pay-out from a Stock, the dividends are directly deposited in your client’s investment account.
How can my client remit money to invest through Fintso?
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. ...
How can I withdraw money back into my client’s bank account in India?
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 ...
What type of documents can be submitted to complete the client’s online KYC?
Address Proof (Any of the below): • Aadhaar Card • Utility Bill (Examples: Gas, Electricity, Water, Property Tax or Mortgage Receipt) • Mobile Phone Bill • Bank or Credit Card Statement. • A letter from your landlord, employer, doctor, dentist, ...