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Fidelity Crypto® for Wealth Managers
Digital asset custody and execution services from Fidelity Digital Assets®, integrated with the WealthscapeSM platform. Watch the overview video or download a factsheet to get the details
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Integrated workflow for digital assets in just 6 steps
A simplified, integrated workflow for allocating to digital assets in client portfolios.
#1 Onboard
Undergo firm-level Business Acceptance process with Fidelity Digital Assets® to begin the onboarding process
#2 Initiate
Navigate to client's brokerage account through the Wealthscape℠ platform to initiate the opening of the client's new Fidelity Crypto® account
#3 Fund
Transfer funds from brokerage account directly into Fidelity Crypto® account
#4 Transfer
Option to transfer digital assets to/from the Fidelity Crypto® account from/to an external custodian
#5 Transact
Launch order ticket to place market or same day limit orders to trade BTC, ETH, LTC, SOL or FIDD℠*
#6 Report
View all available orders, trades, balances, statements, and reports via Wealthscape℠
Fidelity Digital Assets® and Wealthscape: A powerful combination
Trusted Provider
- Digital asset custody and execution services provided by Fidelity Digital Assets, National Association which is a national trust bank.
- 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 (BTC), ether (ETH), Litecoin (LTC) and Solana (SOL) trading & custody services provided by Fidelity Digital Assets®
- Ability to deposit and withdraw crypto assets to/from the Fidelity Crypto® account
- No account minimums
- Individual, Joint (J-WROS, J-TIC), Traditional IRA (TRAD), Rollover IRA (IRRL), Roth IRA (ROTH) and Trust account types supported
- 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
* The Fidelity Digital Dollar (FIDD) is a stablecoin valued at the redemption price ($1/unit). FIDD is issued by Fidelity Digital Assets, National Association ("FDA, NA"). Customers of FDA, NA can purchase and redeem FIDD for $1/unit from FDA, NA. Access to FIDD is subject to availability based on account eligibility. Learn more in FIDD's Terms.
† Trading hours are 7 days a week, between the hours of 1am - 12am eastern time.
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Demo Video
Fidelity Crypto® for Wealth Managers
Getting started is easy. Watch this video for a step by step overivew.
Spotlight
Digital assets educational resources
Help your clients understand the reality and potential of cryptocurrencies with Fidelity's comprehensive insights and resources.
Spotlight
Digital Assets Operational Readiness
For intermediaries—understanding how digital assets can fit into their business model is an important step in being able to provide holistic services to their clients.
Spotlight
Digital Assets Products & Solutions
Help meet the needs of your investors with access to direct and packaged digital asset investment options.
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.
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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® for Wealth Managers is a service of Fidelity Digital Assets®. Accounts for and custody and trading of digital assets are provided by Fidelity Digital Assets, National Association, which is a national trust bank. Digital assets are not insured by the Federal Deposit Insurance Corporation, protected by the Securities Investor Protection Corporation ("SIPC"), or any other government agency, and are not an obligation of any bank.
Offerings and account features are subject to account eligibility.
Fidelity Digital Assets and Fidelity Crypto are registered service marks and Wealthscape and the Fidelity Digital Dollar and FIDD are service marks of FMR LLC.
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