Getting started with AIQ Technologies is designed to be simple, transparent, and fully supportive for investors in Latin America who want access to U.S. markets and expert-driven investment strategies. Whether you’re a beginner or an experienced investor, AIQ guides you every step of the way—from an initial consultation to funding your account and even setting up a U.S. bank account if needed. Here’s a step-by-step guide on how to get started.
Step 1: Book Your Initial Consultation
Your first step is to schedule an initial consultation. This session is a one-time fee of $50 and serves as your introduction to AIQ and the investment opportunities we provide. During the consultation, we’ll:
Understand your financial goals: Whether you're looking for growth, income, or a balanced portfolio, we’ll assess your needs and recommend the best strategies tailored to you.
Review your risk tolerance: We’ll help determine the level of risk you're comfortable with, ensuring that your investment strategy aligns with your personal preferences and financial situation.
Create a personalized investment plan: Based on your goals and risk tolerance, AIQ’s team will design a custom investment strategy that will be delivered and managed using our AI-powered platform.
This consultation is your chance to ask questions, learn more about our AI-driven strategies, and gain insights into how AIQ can help you reach your financial goals.
Step 2: Set Up Your U.S. Investment Account
Once your strategy is designed, it’s time to set up your investment account. AIQ partners with Interactive Brokers (IBKR) to provide seamless access to U.S. markets, and we’ll walk you through the process to ensure it’s smooth and straightforward.
Account Setup: AIQ’s platform integrates with IBKR, and we guide you through the steps to open your U.S. investment account.
Verification: As a Latin American investor, opening an account in the U.S. requires identity verification and documentation, but AIQ’s team will support you through the entire process.
U.S. Bank Account Setup (Optional): If you need a U.S. bank account to facilitate the transfer of funds, AIQ can assist you in setting one up. Having a U.S. account simplifies the process of moving money into your investment account and allows for easier currency exchange and management of your investments.
Step 3: Fund Your Account
After setting up your investment account, the next step is to transfer funds. AIQ makes it simple for you to fund your U.S. investment account from Latin America.
Send USD: AIQ will guide you through transferring U.S. dollars from your local bank account.
Funding Options: You can either use your local bank to send USD directly, or, if you’ve opted to open a U.S. bank account, you can transfer funds into that account and then into your IBKR investment account.
AIQ ensures that the process of funding your U.S. account is clear and straightforward, removing the common barriers Latin American investors face when trying to access international markets.
Step 4: Begin Investing with AIQ’s Expert-Driven Strategies
Once your funds are in your investment account, you’re ready to begin investing! AIQ’s platform takes over from here, delivering expert-driven strategies via AI that continuously monitor and adjust your portfolio based on real-time market conditions.
Real-Time Strategy Updates: Your portfolio will be dynamically adjusted by AI to ensure it stays aligned with your goals and market trends.
Ongoing Monitoring: AIQ will keep an eye on your investments, making sure that your portfolio remains optimized without you needing to constantly monitor it yourself.
Step 5: Ongoing Support and Growth
At AIQ, we don’t just set you up and leave you to figure things out on your own. We’re committed to providing ongoing support to ensure your investments are performing as expected and aligned with your evolving goals.
Access to Advisory Services: You can schedule additional advisory sessions whenever you need more personalized guidance. Whether you have questions about your portfolio or are thinking of adjusting your strategy, our team is always here to help.
Real-Time Portfolio Tracking: Our platform gives you the tools to track your portfolio in real-time, ensuring you’re always aware of how your investments are performing.
Why Choose AIQ?
Expert-Delivered Strategies via AI: AIQ delivers sophisticated strategies traditionally reserved for institutional investors, making them accessible to retail investors in Latin America.
Seamless Access to U.S. Markets: We remove the complexity of investing in U.S. markets, handling everything from account setup to funding.
Transparent Fees: With AIQ, there are no hidden costs—just clear, upfront pricing and transparent fees, so you always know what you’re paying for.
Personalized Support: Whether it’s helping you set up a U.S. bank account or walking you through the process of sending USD, AIQ provides personalized assistance at every step of your investment journey.
Ready to Get Started? AIQ Technologies makes investing in the U.S. markets easy and accessible. Book your initial consultation today, and let us help you start investing smarter with expert strategies.
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