Digital Wealth Partners – Anchorage Onboarding

Digital Wealth Partners > Digital Wealth Partners – Anchorage Onboarding

Custody Onboarding Form

Name

First

Last

Secondary Email

Phone

Address

City

State/Province

Zip/Postal

Country

Account Type

For complex estate structures, it’s important to ensure that the correct entity is onboarded to hold your digital assets. We recommend consulting with the creator of your estate to clarify which entity should be designated to hold the assets. Ex. You would onboard the LLC holding the assets and not the trust that holds the LLC.

Name of Entity / Retirement Account Name

Enter the name of the entity or trust that we will be performing the KYB and if it’s a retirement account please list First and Last name for KYC.

Please list all digital assets you are interested in transferring to institutional custody:

Note: While not all assets may be supported at this time, we will use this information to help prioritize which assets to add in the future.

Are you an Accredited Investor?

Yes

I don’t Know

Summary

Please review your entries and make sure accuracy of data before submitting.

If you are human, leave this field blank.

Summary

Navigation

Watch Our Free Webinar