Investor Services – Custody

FideliTrade offers 3 custody options. See our Investor Rate Schedule for details.

Bulk Custody is FideliTrade’s statement program.  This program is backed 100% by physical metal.  It allows individuals to trade and hold physical metals without paying the premiums associated with specific bars and coins.  Buy, sell or take delivery at any time.  With the Bulk Custody program you’ll pay the lowest custody rate.

Individual Custody (non-segregated) is FideliTrade’s most common custody service for specific bars and coins.  Individual Custody allows you to deposit your coins and bars into an allocated account that is commingled with the same products of other customers.  Buy, sell or take delivery at any time.

Segregated Custody (segregated) is FideliTrade’s premier custody service.

Segregated Custody
Segregated Custody

is FideliTrade’s 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. You’ll receive confirmations and periodic statements detailing all of your holdings. Your bullion is held in a fully allocated account and you can buy, sell, or take delivery at any time.

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

Customer holdings are protected through the use of FideliTrade’s account structure, proprietary systems, stringent internal controls, and state-of-the-art security systems, along with various insurance coverages. 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.