Financial guidance

Want to invest but you don't know how to get started?

Financial guidance:

Our financial advisors are at your service to guide you through the onboarding process at inbestMe so you can choose the products that will help you reach your financial goals.

inbestMe is a CNMV regulated brokerage firm with registry number 272

Book a videocall and ask us your questions!

Find out what we can do for you

Financial expert

You will have an advisor at your service to ask all your questions about our service offering

Initial assessment

We carry out an initial conversation so we can tell us more about you

We guide you through the onboarding process

Realiza un tour por el proceso de alta con un asesor y te explicamos en qué consiste cada paso

Customised service

Our specialised financial advisory team wil guide you so you can choose the best option to reach your goals

Continuous monitoring

Recurring portfoloio monitoring meetings for Plus segment customers (on from 100.000€/$ under management)

Strategic information

Plus segment customers receive monthly reports with the main decisions made by the investment commitee and how those decisions shape your portfolio.

Index Funds
SRI

From €1,000

Savings Portfolio EUR

From €1,000

Any doubt?

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Do you have any question?
Do not keep it for yourself,
we have the answer.

Sometimes, money related matters can be confusing, that is why we leave some frequently asked questions related to the financial guidance service.

What to expect from the financial guidance session?

The financial guidance session is designed to help you through the inbestMe onboarding process. During this session we will explain you how the onboarding process works, how our service works, what a roboadvisor is and other questions related to us that you may have.

The suitability test, also known as MIFID test, is a test which assesses the customer’s knowledge, experience and financial situation. It is used to determine wich financial instruments and risk exposure better suit the customers’ investments. This test takes into account total assests, income and liabilities the customer has, it is of utmost importance to respond the questions accurately. European regulation requires Financial Institutions to assess investment services customers’ suitability

What is inbestMe Plus?
inbestMe Plus is an exclusive service to which you can acceed when you reach the threshold of 100.000 €/$ of assessts under management with us.

The amount can be distributes between one or several portfolios and/or pension funds

There are two degrees of customisation, the first one is common to all of our customers, which is the portfolio tailoring according to their goals, personal situation, knowledge, etc.

The second degree is for those customers with more than 100.000€/$ in a single portfolio, who may request additional customisation for their portfolios if they wish so.

Other questions about inbestMe Plus:

Read more about inbestMe Plus

How do I transfer mutual funds to inbestMe?

For more information, you can check our Frequently Asked Questions about inbestMe Plus.