Be the owner your financial future

Inversso is an investment advisory platform for non-US citizens nor residents. We help you open an investment account in the United States and provide the investment advise you need to start investing. We will invest for you, based on your risk profile and investment objectives.

1. To be able to advise and invest on your behalf, first you need to open an investment account and deposit cash. To begin the account opening process, follow this link: https://micuenta.inversso.com/login?q=create
2. With your information, we will pre-fill the Charles Schwab account documents that need to be signed. You will receive them by email so you can check them, print them, and sign them by hand. This process is required by Schwab in this manner.  You can scan the documents back to us when they are fully signed.
3. Once the documents are signed, Charles Schwab will review them according to the laws in  the United States. If everything is correct, they will open your account. The account starts with a zero balance and you do not have to send any money until the account is open under your name.
4. When the  account is open, we will send you an email with the account information, the online access instructions and the international wire information. With the wire instructions you can proceed to send the money to your investment account. When the money is received, you will be able to see it online.
5. Once the money is credited in your account, we will start investing based on your risk assessment and investment objectives. At this stage, you are now a United States investor!

Your account will be under your name held by one of the best custodians in the world,  Charles Schwab. A custodian is as if you had a safe for your investments. Your cash and positions will always be there unless you request a movement of any kind.

Inversso does not have access to your money without your permission. Our role is to be your advisor and trade for you based on your investment profile. We will buy and sell investments on your behalf, but we do not have access to your account in any other way. 

You have the flexibility to move your money whenever you want. If you want to withdraw from the account, we first must sell your positions. It is important to note that we will sell at market price, and that could mean you will have a gain or a loss in the position depending on the price of that day. If you want to proceed with a partial or complete sale, these are the steps to do so:

1. Write an email to info@inversso.com  notifying that you want to sell your positions. We need a letter, signed by hand by all signers in the account in order to sell all the positions and wire the money to the account of your preference. We will provide you with the letter when the email is received by us.
2. Once the letter is received, we will take about 24 business hours to process your request. Schwab also must approve of the money wire. 
3. When all is set and approved, a wire will leave your Schwab account. The cost of this  wire is $25. If the instructions are all set correctly, you should have the money in your preferred bank account in about 48 business hours. 

$2,000 United States Dollars

Yes, you may. If the country where the bank is located is approved by Schwab, you can send and receive money in that account.

First, get these documents ready to open the account:

• A full spread scan of your Passport page that has your photograph and personal information.
• A scan of both sides (if applicable) of your national ID
• A proof of residence that includes your name and your exact residential address. This could be a bank statement, a utility invoice or any government document that includes the information requested.

With these documents you should go to www.inversso.com and click where it says “I want to invest.” There you will be prompted to an online questionnaire that will help us open your investment account.

Inversso is a company created in the United States and regulated by the SEC and FINRA. Those are the most important regulators in their financial market. 

Our business model has been in practice since the 1950´s in the United States, but it has been limited for non-US residents and non-US citizens. We have created this platform to give access to people around the world to high quality service, advise and financial markets, with the strongest regulations possible. That is why Inversso decided to be regulated by the US and to invest in that market. The money will always be under your name; Inversso never has access to it without your written consent.

Yes, you have access to your account 24/7 using Charles Schwab webpage and app. 

Yes, for our advisory role we charge a 2% per year commission. The charge is made monthly and is debited automatically from your Schwab account. No one in Inversso will ever ask you for cash directly. 

For example:

• If you invest $5,000 on January 1st, the annual commission would be $100 (2% of $5,000).
• If we divide that in  12 months, then you would get charged $8.3 that month.

If, during February, your investment increased to $5,100 then:

• 2% of $5,100 is $102 per year
• If we divide that in 12 months, then you would get charged $8.5 that month.

If, during March, your investment decreased and now it’s worth $4,800, then:

• 2% of $4,800 is $96 per year
• If we divide that amount in 12 months, then you would get charged $8 that month.

The Inversso team is here to help. Send us an email at info@inversso.com or a message to our WhatsApp  as it suits you best.

Tu dinero va a estar a tu nombre custodiado por Charles Schwab. Con base en tu perfil de inversión y el análisis de mercado de nuestro equipo en Inversso, escogeremos una mezcla de ETFs que van a componer tu portafolio total.

Vas a tener diferentes estrategias que se complementan entre sí, y todo lo podés monitorear desde tu acceso a la cuenta de Schwab. Vos no tenés que preocuparte por escoger cuándo o qué comprar y vender. De eso nos encargamos nosotros.

ETFs son canastas de productos de inversión, que contienen una variedad dentro de ellos. Así, por ejemplo, un ETF de acciones de tecnología contiene solamente acciones de empresas dedicadas a la tecnología (Amazon, Microsoft, Apple, Nvidia, etc).

Inversso va a dedicarse a invertir tu dinero en una mezcla de diferentes ETFs, según tu perfil de inversión y nuestra investigación de mercados. Así, vas a tener diversificación (no todos los huevos en la misma canasta) y una mejor estrategia de inversión.

No tenés que estudiar los ETFs para escoger, Inversso se encarga de eso. Podés encontrar más información sobre ETFs aquí o aquí (en inglés).