Uphold

Uphold

Uphold Inc.
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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

Uphold is a digital wallet and trading platform that makes cryptocurrencies and other assets affordable and accessible for everyone. We provide borderless access to financial services you can’t get through your bank. Covering 28 cryptos, 27 national currencies, six stablecoins and four precious metals, we allow both consumers and businesses to easily transact between digital and traditional currencies, with full integration between old and new money systems.

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

Join nearly three million customers and experience a new kind of financial freedom.

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 2.3 / 5
ease 2.3 / 5
features 2.7 / 5
design 2.3 / 5
support 3.0 / 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

Uphold Inc.
uphold.com

Alternatives

Alternatives

Categories

Categories

Integrations

Accointing by Glassnode
Coast
CoinLedger
CoinTracker
Coinpanda
Cointelli
Divly
Elliptic
Fyn
GlobaliD
Itron Enterprise Meter Data Management
Kaspa
Koinly
Kraken
Ledger Vault
Onramper
TaxBit
Topper
Utrust
easyBitcoin

Integrations

Accointing by Glassnode
Coast
CoinLedger
CoinTracker
Coinpanda
Cointelli
Divly
Elliptic
Fyn
GlobaliD
Itron Enterprise Meter Data Management
Kaspa
Koinly
Kraken
Ledger Vault
Onramper
TaxBit
Topper
Utrust
easyBitcoin
Claim Choice and update features and information
Claim Choice and update features and information
Claim Uphold and update features and information
Claim Uphold and update features and information