Traditional Brokerage

If you plan to be a holder of 1 year or more and want liquid access to your investments then a Traditional Brokerage account sometimes called cash account could be right for you. The process starts by onboarding with us. You complete a client profile and select a custodian. Once your account is approved you wire funds to the custodian. Once the funds land we look at investing. Depending on your risk profile we will guide you into the appropriate risk level of digital assets.