Fidelity Crypto® for Wealth Managers

Digital asset custody and execution services from Fidelity Digital Assets®, integrated with the WealthscapeSM platform.

Watch a Demo Download a factsheet

Fidelity Crypto® for Wealth Managers

Digital asset custody and execution services from Fidelity Digital Assets®, integrated with the WealthscapeSM platform.

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      A simplified, integrated workflow for allocating to digital assets in client portfolios.

      Onboard

      Undergo firm-level Business Acceptance process with Fidelity Digital Assets® to begin the onboarding process

      Initiate

      Navigate to client's brokerage account through the Wealthscape platform to initiate the opening of the client's new Fidelity Crypto® account

      Fund

      Transfer funds from brokerage account directly into Fidelity Crypto® account

      Transact

      Launch order ticket to place market or same day limit orders to trade BTC, ETH or LTC

      Report

      View all available orders, trades, balances, statements, and reports via WealthscapeSM

      Fidelity Digital Assets® and Wealthscape: A powerful combination

      Trusted Provider
      • Digital asset custody and execution services provided by Fidelity Digital Assets Services, LLC, a limited liability trust company chartered by the New York Department of Financial Services
      • Offline cold-vaulted storage
      • Smart order routing for best execution
      • Multi-venue liquidity from a single platform
      • Immediate access to funds with real-time trade settlement
      Streamlined Experience
      • Access to Fidelity Digital Assets' Fidelity Crypto® services through WealthscapeSM
      • 24/7 client service and 23/7 trading*
      • Bitcoin, ethereum and litecoin trading and custody services provided by Fidelity Digital AssetsSM
      • No account minimums
      • Individual and joint accounts (J-WROS and J-TIC)
      • Integrated, cross-asset class reporting with third-party data vendors
      Education & Operational Readiness
      • Digital assets education and industry-leading research to keep wealth managers informed
      • Practice management support for firms seeking to operationalize and commercialize digital assets at the firm and practice level
      • Access to educational materials created for end investors

      Want to know more?

      For more information about the integration of WealthscapeSM with the digital asset custody and execution services from Fidelity Digital Assets®, or to learn about available educational and operational resources, contact your Fidelity Representative.

      Watch a Demo Download a factsheet

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