Your Custodian of Today

Cryptocurrency

Equity Advisor Solutions’ state-of-the-art custody platform, combined with customized service from industry leading providers, offers advisors a fully integrated cryptocurrency platform.

Features

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Simple Investing Process

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Trades Settle the Next Business Day (T+1)

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Trade Leading Cryptocurrencies

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All Assets on ONE Custodial Platform

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State-of-the-art Security and Insurance Coverage

Fast and Simple Investing

Daily reconciliation

Next day settlement with daily reconciliation to blockchain and digital depository provides independence and clear line-of-sight for investors.

Simple platform with immediate trades

Latest currency prices (refreshes every 10 seconds), with immediate execution, provides easy investing with just a few clicks.

Integrated offering

The Digital Asset Platform seamlessly integrates leading custodian, depository, and liquidity partners.

Access to Industry Leading Cryptocurrency Providers

Genesis Trading

Provides two-sided liquidity for buyers and sellers of digital assets

Genesis Custody

Provides institutional-grade custody by way of segregated cold storage

Trade leading cryptocurrencies

All Assets on ONE Custodial Platform

  • Cryptocurrency, standard asset, and alternatives all combined on one platform both for the advisor and their customers.
  • Cryptocurrency accounts can be included in performance for the advisor and for clients at the individual and household level.
  • Accounts holding Cryptocurrency can be included in the advisor’s billing.
  • Purchase Cryptocurrency in IRAs and non-qualified accounts.
  • Compare performance relative to other industry benchmarks.

State-of-the-Art Security and Insurance Coverage

  • Military-grade, multi-signature encryption: Encryption meets CESG and CCTM certification, including 4096-bit RSA and AES.
  • Secure cold storage: Digital currency is securely stored off-line in a “cold-storage” vault.
  • Before accessing the Digital Asset Platform, multi-factor authentication is required.
  • Our cold storage partner Genesis maintains a commercial crime policy that covers theft of assets by a third party or employee.
  • Equity Trust has an unparalleled history in the custody of alternative assets with more than 45 years of financial services experience and now brings its expertise to the emerging class of digital currencies.
Equity Advisor Solutions is an affiliate of Equity Trust Company. Custody and administration services provided by Equity Trust Company. Prior to making any investment decisions, please consult with the appropriate legal, tax, and/or investment professionals for advice. As a self-directed custodian, Equity Trust Company will not provide investment advice or risk assessment of any investment. The digital currency market may experience a high degree of volatility and clients should consult with an investment professional before any investment is made.