Advisor Services – Custody

FideliTrade offers 2 custody options.

Bulk Custody 

Bulk generic bullion is a specific but undivided interest in bulk holdings.  Every ounce is fully covered and your clients can take delivery promptly at any time.  Bulk generic bullion enables clients to invest in precious metals while avoiding the premiums that coins and bars carry.  Bulk generic bullion is available in gold, silver, platinum and palladium. With the Bulk Custody Program clients pay the lowest custody rate.

Individual Custody 

Individual custody is FideliTrade’s custody service for specific bars and coins.  Individual Custody allows your clients to deposit bullion coins and bars into a fully allocated account.  The Individual Custody Program allows clients to choose either non-segregated or segregated custody.

Non-segregated custody is a low-cost way to have the benefit of secure, fully insured storage.  Because client bullion is fully allocated and is commingled with the similar products of other customers (e.g., all American Eagle gold coins are stored together), storage fee are minimized. 

Segregated custody is the premier custody service.  With segregated storage, client bullion is held separate and apart from the bullion of other customers. Client bullion is separately packaged, sealed in its own container, and uniquely labeled specifically for you.

With all custody options, clients receive confirmations and periodic statements detailing all holdings.  Clients may buy and add to their holdings, or liquidate holdings at any time.  Clients may take delivery promptly at any time.

FideliTrade also offers custody services outside the US.  Client bullion can be held securely in Zurich*, Switzerland or Toronto, Canada.

*Zurich location only holds gold.

See our Investor Rate Schedule for details.

More About Safety & Security

Customer holdings are protected using FideliTrade’s account structure, proprietary systems, stringent internal controls, and state-of-the-art security systems, along with insurance coverage. Legal protections are afforded through the Uniform Commercial Code (i.e., holdings are identified as customer, not FideliTrade assets). Also, FideliTrade maintains $1 billion in “all risk” insurance coverage for bullion held in its high-security vaults, and $100 million in contingent vault coverage. Our policy is underwritten by Lloyd’s of London and includes all risks of physical loss and/or physical damage, including mysterious disappearance and/or unexplained loss and shortage, employee dishonesty and theft. Loss or damage from fire, flood or other natural disaster are covered. Loss caused by acts of war, terrorism, cyber-attack, radioactive contamination, and chemical, biological, biochemical and electromagnetic weapons are excluded.

Advisor Services – Trading

FideliTrade is an authorized mint distributor and trades with a nationwide network of bullion dealers and refiners – which means that you can trade a wide variety of bullion products at highly competitive prices.  Buying and selling is easy and straightforward. FideliTrade offers electronic trading to commercial customers for immediate pricing and order placement. Whenever you have questions or need assistance, simply call FideliTrade’s Commercial Trading Department at (302) 762-2500.

Bulk Generic Bullion and Accumulation Plan

The FideliTrade accumulation plan is an automatic way to take advantage of dollar-cost-averaging and obtain the best average price for your precious metals portfolio.  It eliminates the need to continuously monitor the market and place trades. 

When you participate in the accumulation plan you acquire bulk generic bullion.  Bulk generic bullion is a specific but undivided interest in bulk holdings.  Every ounce is fully covered and you can take delivery at any time.  Bulk generic bullion enables investors to invest in precious metals while avoiding the premiums that coins and bars carry.  Bulk generic bullion is available in gold, silver, platinum and palladium. 

FideliTrade’s accumulation plan is a bi-monthly or monthly automatic investment in bulk generic bullion.  You designate the type of bullion and your investment amount. 

You can purchase on the 1st and/or 16th of each month.  There is no fee to join and the minimum commission is only $5.  The minimum investment is $100 per metal type and you can pay with credit card or bank account. 

disclaimer

FideliTrade does not provide investment advice. This website and its contents are intended to be used for informational purposes only.


Copyright © 2021. All market data is provided by Barchart Solutions.
Futures: at least a 10 minute delay. Information is provided ‘as is’ and solely for informational purposes, not for trading purposes or advice. To see all exchange delays and terms of use, please see disclaimer

 

Investor Services – IRAs

More About Precious Metals IRAs

Adding precious metals to you IRA is simple and straightforward.  We have developed deep relationships with the nation’s foremost IRA custodians and can assist you throughout the process.

It’s easy – simply speak with one of our team members and they will start the process.  You can choose the right custodian and right products for you and your retirement account.  And we will walk you through three simple steps: 1) open and fund your self-directed IRA with your chosen IRA custodian, 2) select and buy an approved product, and 3) promptly deliver your investment into your IRA.  We’ll ensure the transaction is processed smoothly and quickly. 

Call a FideliTrade team member at (800) 223-1080 or (302) 762-6200 to add precious metals to your IRA.

Investor Services – Why FideliTrade

more about the Fidelitrade advantage

Transparency – FideliTrade representatives explain and provide all fees incurred for trades, custody and shipping.  The Investor Rate Schedule outlines our simple fee structure so you can feel confident when investing through FideliTrade.  And unlike many dealers, we provide both bid and ask prices so you can clearly see what your acquisition/liquidation costs are; bullion prices are updated continuously on our website.

 Experience – FideliTrade’s management team has over 250 years of combined precious metals experience.  Precious metals aren’t part of what we do, it’s our sole focus.  FideliTrade specializes in investment grade bullion coins and bars. Although we do not provide investment advice, we pride ourselves on educating our customers so they can make the best decisions regarding their bullion investment.

Price & LiquidityFideliTrade trades with bullion dealers, major refiners and mints throughout the world which gives us the ability to provide you with unparalleled pricing and liquidity. 

 Counterfeit Detection – FideliTrade works closely with our wholly owned depository to ensure that all bullion sold or deposited is thoroughly inspected and tested.  Substantial resources are dedicated to counterfeit detection equipment, technology and experienced personnel.  Dimension measurement devices, precision scales, density measurement equipment, magnets, conductivity testers, thickness & inclusion ultrasounds, resonant ultrasounds, x-ray florescence spectroscopy, and specialized x-ray imaging among other processes are utilized onsite to ensure incoming bullion is authentic.  Putting these safeguards in place enables us to stand behind every piece of bullion that is sold.  FideliTrade has built our reputation on trust and we take that very seriously.

Free Limit Orders – FideliTrade allows you to set free limit orders for a period of 90 days.  Choose your desired price and if it hits, FideliTrade will buy or sell for you automatically*.  Call (800) 223-1080 or (302) 762-6200 for more details.
*Limit orders are tracked and filled during normal business hours only.

Accumulation Plan – FideliTrade offers automatic purchase plans that allow you to take advantage of dollar cost averaging, low commission and custody rates.  You can purchase gold, silver, platinum and palladium once or twice a month using your credit card or bank account. 

Visit our Products & Prices page for more information on Bulk Generic Bullion.

Depository Services – FideliTrade’s wholly owned depository is licensed by the major commodity exchanges and insured for $1 billion through London underwriters.  Together we offer individuals and institutions a variety of storage options with the highest level of protection and service.

Click Here To Get Started & Open An Account

 

Institutional Services – Counterfeit Detection

Counterfeit Equipment Sigma2FideliTrade works closely with our wholly owned depository to ensure that bullion that is sold or deposited into the depository is thoroughly inspected and tested. Substantial resources are continuously dedicated to obtain counterfeit detection equipment, technology and experienced personnel. Dimension measurement devices, precision scales, density equipment, magnets, conductivity testers, thickness & inclusion ultrasounds, resonant ultrasounds, x-ray florescence spectroscopy, and specialized x-ray imaging among other processes are utilized onsite to assure incoming bullion is authentic. Putting these safeguards in place enables us to stand behind every piece of bullion that is sold. FideliTrade has built our reputation on trust and we take that very seriously.

Institutional Services – Delivery

How to Take Delivery of Bullion

 

Inshipments cropped

  • FideliTrade typically ships packages using FedEx.  However, armored carrier and other express carriers can be arranged.
  • Packages shipped via express carrier or USPS are insured up to $100,000.

 

How to Ship Bullion to FideliTrade

 

  • Contact FideliTrade’s Operations Department and they will provide estimated shipping cost and instructions.

Institutional Services – Custody

FideliTrade offers 2 custody options.

Bulk Custody 

Bulk generic bullion is a specific but undivided interest in bulk holdings.  Every ounce is fully covered and you can take delivery promptly at any time.  Bulk generic bullion enables investors to invest in precious metals while avoiding the premiums that coins and bars carry.  Bulk generic bullion is available in gold, silver, platinum and palladium. With the Bulk Custody Program you’ll pay the lowest custody rate.


Individual Custody 

Individual custody is FideliTrade’s custody service for specific bars and coins.  Individual Custody allows you to deposit your bullion coins and bars into a fully allocated account.  The Individual Custody Program allows you to choose either non-segregated or segregated custody.

Non-segregated custody is a low-cost way to have the benefit of secure, fully insured storage.  Because your bullion is fully allocated and is commingled with the similar products of other customers (e.g., all American Eagle gold coins are stored together), storage fee are minimized. 

Segregated custody is the premier custody service.  With segregated storage, your bullion is held separate and apart from the bullion of other customers. Your bullion is separately packaged, sealed in its own container, and uniquely labeled specifically for you.

With all custody options, you’ll receive confirmations and periodic statements detailing all of your holdings.  You may buy and add to your holdings, or liquidate holdings at any time.  You may take delivery promptly at any time.

FideliTrade also offers custody services outside the US.  Your bullion can be held securely in Zurich*, Switzerland or Toronto, Canada.

*Zurich location only holds gold.

Institutional Services – Trading

FideliTrade is a authorized mint distributor and trades with a nationwide network of bullion dealers and refiners – which means that you can trade a wide variety of bullion products at highly competitive prices.  Buying and selling is easy and straightforward. FideliTrade offers electronic trading to institutions for immediate pricing and order placement. Whenever you have questions or need assistance, simply call FideliTrade’s Commercial Trading Department at (302) 762-2500.