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

Securely 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 and ETH

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 AssetsSM, 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 and ether 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

* Trading hours are 7 days a week, between the hours of 4am - 12am eastern time.

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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  • Digital assets are speculative and highly volatile, can become illiquid at any time, and are for investors with a high risk tolerance. Investors in digital assets could lose the entire value of their investment. Supply and demand changes rapidly and is affected by a variety of factors, including regulation and general economic trends. Digital Asset exchanges may suffer from operational issues, such as delayed execution. Digital asset exchanges have been closed due to fraud, failure, or security breaches. Assets that reside on an exchange that shuts down or suffers a breach may be lost. Cryptocurrencies are created, issued, transmitted, and stored according to protocols run by computers in the network. It is possible Digital Asset protocols have undiscovered flaws, which could result in the loss of some or all assets. Advancements in quantum computing could break cryptocurrency cryptographic rules. There may also be network-scale attacks against cryptocurrency protocols, which result in the loss of some or all of assets.
  • Fidelity Crypto® is offered by Fidelity DigitalAssetsSM. Fidelity Digital AssetsSM is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets.
  • Fidelity Crypto® for Wealth Managers is a service of Fidelity Digital AssetsSM. Accounts for and custody and trading of digital assets are provided by Fidelity Digital Asset Services, LLC, a New York State-chartered, limited liability trust company (NMLS ID 1773897). Digital assets are not insured by the Federal Deposit Insurance Corporation and are not protected by the Securities Investor Protection Corporation ("SIPC").
  • Fidelity Crypto, Fidelity Digital Assets, Fidelity Digital Assets logo and Wealthscape are service marks of FMR LLC.
 
 

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