FideliTrade Incorporated offers complete precious metals trading and support services to private banking, investment, trust and estate professionals. Whether you're looking to setup a permanent, ongoing program or assisting a single client, FideliTrade can help.
To meet your particular needs, two basic professional services are available — the Client Referral Service and the Commercial Trading and Administration Service.
When you participate in the Client Referral Service, FideliTrade becomes your precious metals clearinghouse. You introduce your clients directly to FideliTrade and the FideliTrade customer service staff handles the rest. Your clients can establish a direct account relationship with FideliTrade and begin to utilize all of its services. (If you wish, your company can maintain control over your clients' accounts by establishing a Limited Power of Attorney.) Please note that all information FideliTrade may obtain through this service will be treated with absolute confidentiality and will not be used for solicitation or any other purposes beyond the scope of FideliTrade's precious metals business. The Client Referral Service is ideally suited for organizations that want to provide assistance to their customers interested in precious metals, but do not want to expend the time or resources to create and maintain their own in-house program.
Should you elect to participate in the Commercial Trading and Administration Service, FideliTrade becomes your provider of trading, custody and administrative services. All accounts are titled in your company's name, and only your designated staff members are authorized to conduct trades. You may elect to conduct your business through a single "omnibus account" or create an unlimited number of accounts corresponding to each of your individual clients. In either case, FideliTrade will provide you with detailed reports of all activity and holdings. The Commercial Trading and Administration Service is designed for companies that are willing to dedicate some marketing and administrative resources to the development of a proprietary precious metals service, but do not want to incur the expense of developing a comprehensive program of their own.
FideliTrade offers its correspondent institutions a safe, convenient and cost effective method to provide precious metals investments to their customers.
- Banks, brokerage firms, investment funds and other financial service organizations
- Trust and estate attorneys, accountants and other professional advisors
- Individual retail and high-net-worth investors
- Trading services (purchase and liquidation)
- Custody and administrative services
- Armored transportation and other insured delivery services
- Operational, administrative and marketing support
- Strategically located in Wilmington, Delaware
- No state sales tax on purchases or custody services
- The liquidation of bullion does not create a nexus status for state income tax purposes
- No corporate net worth, personal inventory or transfer taxes applied to physical bullion transactions
- Call FideliTrade at (800) 223-1080 to discuss your specific needs and determine which services and accounting structure best meet your needs
