Onboarding
Begin investing confidently with Finmo in just a few clicks!
Invest via Syfe
Step 1: Acknowledgment
Before you start investing, it’s important to familiarize yourself with the terms and conditions.
Step 2: Documentation
In this step, you'll need to provide the signed ordinary resolution (the template can be downloaded via this link).
Step 3: Financial Profile
This final step helps understand your profile better.
Your application will be reviewed within a couple of weeks. An email confirmation will be shared once your application is reviewed.
Once these steps are complete, you're ready to embark on your investment journey with Finmo!
Invest via Endowus:
You can either:
- Link an Existing Endowus Account
If you already have an Endowus account, simply enter your Endowus Account Number to link it with Finmo and begin viewing your holdings and transactions.
- Create a New Endowus Account
If you don’t have an Endowus account, click “I Understand” to confirm your acknowledgment of the terms. Finmo will guide you through the process of setting up a new account.
If you’d like to open a new Endowus account, you can request it directly from the Finmo dashboard. Our Onboarding Team will contact you to collect any necessary documentation and information, which we’ll then pass on to Endowus to complete your account setup
Updated 22 days ago