Qualified custody
Assets are held by a qualified custodian, segregated from company funds.
Crypto
Trade major cryptocurrencies next to your stocks and ETFs — no separate wallet app, no opaque markups. Assets sit with a qualified custodian and roll into the same portfolio and tax view as everything else.
Why hold crypto here
24/7
markets & trading
Cold
majority in offline storage
1 view
unified with your portfolio
Clear
spread shown before you buy
Supported assets
$64,120
+2.14%
$3,388
−0.43%
$148.20
+5.02%
$1.00
+0.00%
Prices illustrative. Replace the lineup with the assets you actually support.
How custody works
Assets are held by a qualified custodian, segregated from company funds.
The majority of assets are kept in offline cold storage to limit exposure.
Address allowlists and confirmations help stop unauthorized transfers.
Crypto trades carry a transparent spread that's shown in full before you confirm — no hidden markup buried in the price. [Insert your spread/fee schedule.]
Because crypto markets run around the clock, prices can move sharply between when you open the ticket and when you confirm. The preview always reflects the live quote.
Crypto assets are highly volatile and are not securities. They are not protected by SIPC, FSCS, or deposit insurance, transactions can be irreversible, and you can lose your entire investment. Only commit money you can afford to lose.
No. Crypto is not a security and is not covered by securities-investor or deposit-insurance schemes. Custody safeguards reduce — but do not eliminate — risk.
[State your withdrawal policy.] If self-custody withdrawals are supported, describe address allowlisting and any limits.
In many jurisdictions, disposals are taxable events. We provide activity records, but we don't give tax advice — consult a professional and report to your tax authority.
A focused set of major, liquid assets. [List the exact assets and review the list as you add or remove support.]
One login, one tax view, qualified custody.