Crypto for Wealth Managers | Wealthscape Tech Demo | Fidelity Institutional [A4S7J9p3Cj4]
For advisors to learn how to open an account and use digital asset custody and execution services from Fidelity Digital Assets®, integrated with the WealthscapeSM platform. Fidelity Crypto for Wealth Managers allows wealth managers to: • Undergo firm-level Business Acceptance process with Fidelity Digital Assets® to begin the onboarding process • Navigate to client's brokerage account through the WealthscapeSM platform to initiate the opening of the client's new Fidelity Crypto® account • Transfer funds from brokerage account directly into Fidelity Crypto® account • Option to transfer digital assets to/from the Fidelity Crypto® account from/to an external custodian • Launch order ticket to place market or same day limit orders to trade BTC, ETH, LTC or SOL • View all available orders, trades, balances, statements, and reports via WealthscapeSM 00:09 Getting started 00:22 Navigate to Digital Assets on Wealthscapea and open an account 01:01 Client confirmation 01:25 Funding an account and trading 01:53 Review balances and activity 02:05 Track crypto transfers in and out of the Fidelity account Get started with Fidelity Crypto for Wealth Managers: 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. Fidelity Crypto, Fidelity Digital Assets, and Wealthscape are registered trademarks of FMR LLC. © 2026 FMR LLC. All rights reserved. 1254526.1.0