Fidelity Crypto® for Wealth Managers

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

Contact us Download a factsheet

Fidelity Crypto® for Wealth Managers

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

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

Onboard

Undergo firm-level Business Acceptance process with Fidelity Digital AssetsSM 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 AssetsSM 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 20/7 trading*
  • Bitcoin, ethereum and litecoin trading and custody services provided by Fidelity Digital AssetsSM
  • Ability to deposit and withdraw crypto assets to/from the Fidelity Crypto® accoun
  • 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 AssetsSM, or to learn about available educational and operational resources, contact your Fidelity Representative.

Contact us Download a factsheet

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