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.