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About

Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.

About

IBKR provides clients from all over the globe with the ability to invest worldwide at the lowest cost. Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week. Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web. Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools. Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more. When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Digital asset platform built for advisors

Audience

Anyone that are interested in investing globally in stocks, options, futures, currencies, bonds and funds

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

1% digital trade fee
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro

Company Information

Interactive Brokers
United States
www.interactivebrokers.com/en/home.php

Alternatives

Alternatives

Categories

Categories

Integrations

Deneb Pro
Diversiview
IB Trader WorkStation (TWS)
Interactive Brokers
Investor/RT
Kinfo
NeuroShell Trader
QuantVPS
Quantower
RNDpoint
RightCapital
Scanz
Sharesight
StocksToTrade
Surmount AI
Trade Ideas
Trademetria
TradingView
Wealth-Lab
Zorro

Integrations

Deneb Pro
Diversiview
IB Trader WorkStation (TWS)
Interactive Brokers
Investor/RT
Kinfo
NeuroShell Trader
QuantVPS
Quantower
RNDpoint
RightCapital
Scanz
Sharesight
StocksToTrade
Surmount AI
Trade Ideas
Trademetria
TradingView
Wealth-Lab
Zorro
Claim Choice and update features and information
Claim Choice and update features and information
Claim Interactive Brokers and update features and information
Claim Interactive Brokers and update features and information