Custody accounts

Custody accounts for Public Funds & Securities (Brokers, Banks) and Cryptocurrencies (Crypto Custodians)

Custody accounts: what they are
Custody accounts are accounts held with Brokers (Broker Accounts) and/or Banks, to buy public securities (stocks, bonds, funds) or Cryptocurrencies (in whic...
Sun, 10 Oct, 2021 at 9:28 AM
Returns in custody accounts
Custody accounts produce returns that may be different from those of the securities held within them. This is because of their cash component, which generat...
Sun, 10 Oct, 2021 at 8:37 AM
Transactions & Valuations in custody accounts (securities)
You can choose to add your securities (stocks, bonds, funds) manually as a single Investment (Asset Class: Funds, Brokers & Banks / Asset Type: Other) ,...
Sun, 10 Oct, 2021 at 8:45 AM
Transactions and Valuations in custody accounts (crypto)
You can choose to track your cryptocurrencies manually as a single Investment (Asset Class: Crypto / Asset Type: Other), but because of the nature of custod...
Sun, 10 Oct, 2021 at 9:18 AM