Wallbit Advisors is a digital ecosystem designed to help you delegate the management of your investments to experienced wealth management professionals—all through a single secure and transparent platform.
Through Wallbit, your advisor can efficiently oversee your investment activity and build customized strategies tailored to your financial goals.
Why Choose an Advisor Through Wallbit?
Unlike other solutions in the market, where advisors often have to navigate complex, feature-heavy, and inefficient platforms, Wallbit provides your trusted advisor with a streamlined tool built specifically for investment management.
This translates not only into more efficient portfolio management, but also into more competitive and transparent fees for you:
A 1.5% annual advisory fee is charged on your total investment account balance (collected monthly on a prorated basis).
Advisors on the platform may charge an additional trading fee ranging from 0% to 1% per transaction.
Benefits of Wallbit Advisors for Investors
Here are some of the key benefits you receive:
Professional, Centralized Portfolio Management
Your advisor monitors, manages, and executes trades within your portfolio using a comprehensive, goal-oriented investment strategy.
Smart Cost Structure
Wallbit provides an efficient environment for dollarizing your savings and investing in a smart, cost-effective way.
Flexibility Tailored to Your Needs
Regardless of which advisor or advisory firm you choose to work with, the platform adapts seamlessly to your investment objectives and preferences.
How Our Technology Works for You
The service is built on four core technological pillars designed to help your advisor deliver the best possible experience and results.
1. Portfolio Oversight
Your advisor has a comprehensive and detailed view of your assets.
Your benefit: With access to clear performance metrics, your advisor can quickly identify deviations from your financial goals and take proactive steps to protect and strengthen your portfolio.
2. Real-Time Information
The platform provides up-to-date data on portfolio performance and market trends.
Your benefit: Your advisor can make data-driven decisions in real time. In volatile markets, this immediacy is critical for adjusting your investment strategy at the right moment.
3. Integrated Infrastructure
Execution and custody of your assets are consolidated within a robust platform connected to U.S. financial markets.
Your benefit: There is no need to manage multiple applications or navigate complex intermediaries. Everything operates seamlessly within a single ecosystem backed by institutional-grade infrastructure.
4. Built-In Scalability
No matter how much your portfolio grows, the platform maintains the same operational efficiency, ensuring you continue to receive a high-quality investment management experience.
Privacy and Full Control over Your Assets
Protecting your funds and personal information is a top priority at Wallbit.
Through the platform, advisors are only authorized to perform the following actions:
Portfolio Monitoring: Ongoing oversight of your investments and their market value.
Delegated Trading Authority: Execution of buy and sell orders on your behalf.
Your advisor cannot view activity in your checking account, nor can they make deposits or withdrawals from your account. Advisors only have access to the permissions you explicitly grant, while you retain ownership and ultimate control of your assets at all times.
How to Connect Your Account to an Advisor in 3 Steps
1. Open Your Account
If you do not already have a Wallbit account, download the Wallbit app and sign up. Then activate your investment account—it only takes a few minutes.
2. Receive Your Invitation
Once you have selected an advisor, they will send you a personalized invitation link.
3. Authorize and Relax
By accessing the link, you will connect your account to your advisor through Wallbit Advisors and grant the necessary permissions for them to begin managing and trading your portfolio.
Are My Funds Safe?
At Wallbit, we take the protection of your financial information and assets seriously.
That is why we work with top-tier banking partners and adhere to the highest standards of technology security, including SOC 2 Type II compliance.
In addition, the custodian that holds your assets is regulated in the United States by the Financial Industry Regulatory Authority (FINRA), and your investments are protected by Securities Investor Protection Corporation (SIPC) coverage of up to USD 75 million.
If you ever decide to end your relationship with your advisor, you keep your Wallbit account and can revoke the advisor’s permissions in just a few minutes.
If you have any questions or need assistance taking your first steps, please contact our support team. We are here to help.