Para saber como invertir en la bolsa y en todos los instrumentos antes mencionados se debe acudir a una casa de bolsa.
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De esta manera, se debe consultar previamente, ya sea por vía telefónica o con visita personal, qué tipos de instrumentos son los que se negocian en cada casa de bolsa, pues en algunas de ellas no existe la venta al público de determinados valores.
Por lo general, los requisitos para aprender como invertir en la bolsa son los siguientes:
a) Presentar una copia del pasaporte o del acta de nacimiento esto es, para comprobar la nacionalidad del inversionista.
b) Además deberá presentar un comprobante de domicilio y una identificación.
c) El pago por la apertura del contrato respectivo se hará, de acuerdo con las normas de la casa de bolsa, con cheque personal a nombre de dicha casa, o con cheque certificado (donde el banco que tiene la cuenta certifica que ese cheque tiene fondos es decir, es válido por la cantidad en él anotada). Las casas de bolsa no manejan dinero en efectivo dado que esto acarrea numerosos problemas; es mucho más eficaz recibir cheques que recibir dinero, antes estos pasos de como invertir en la bolsa
Montos mínimos para conocer como invertir en la bolsa
Una casa de bolsa tiene determinados costos fijos para su operación, es por ello que para la apertura de una cuenta, exige determinado monto mínimo. Asimismo, debido a que las casas de bolsa tienen diferentes alcances y cuentan con diferentes grados de eficacia, los montos mínimos exigidos para la inversión en un mismo instrumento pueden diferir de una casa de bolsa a otra; además, dicho monto mínimo no es general para todos los instrumentos, dado que tiene diferentes valores nominales y distintos grados de complejidad en su manejo. Por lo general este monto mínimo oscila entre $750,000.00 promedio.
En resumen podemos responder a la pregunta como invertir en la bolsa con estos sencillos pasos porque es más rentable que invertir en el banco pues a pesar de que las casas de bolsa cobran comisión de costo y aún así son mayores a los que ofrece el banco; además, los instrumentos del mercado de valores tienen una liquidez inmediata.
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