Choice

Our advisors believe that the best crypto tools for digital asset exposure while keeping client assets under advisory are separately managed accounts or OTC funds/indices. They utilize these options to directly manage bitcoin and other cryptocurrencies for clients, all while ensuring that their assets are under advisory and secured by Fidelity Digital Assets℠. Whether you prefer to trade in bulk or one-by-one, our comprehensive tools are here to assist you. We collaborate with Fidelity Digital Assets℠ and Komainu to ensure the utmost security for your digital assets. Additionally, we can easily replicate your current advisory fee collection and billing approach. With our Choice service, you can trade via Interactive Brokers or Kraken directly from a single retirement or investment account, held in qualified custody. Furthermore, if your clients possess alternative assets such as REITs, physical gold, real estate, or others, we possess the capability to handle those as well. In our all-in-one account, you can conveniently buy and sell digital assets, stocks, ETFs, and more. Plus, there is no additional cost if you would like your client to have a login as well. Trust our crypto trading experts and access the best crypto trading tools, best crypto analysis tools, and the best charting tools for crypto. Benefit from our top-of-the-line crypto research tools, cryptocurrency investigation tools, and cryptocurrency monitoring tools.