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Broker-led, end to end

Our Services.

UpTrade is a broker-led service: a dedicated personal broker, secure custody, and support across everything you do in crypto. Not a self-serve platform.

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Non-discretionary. You decide; your broker executes.
Who we help

The same brokerage,
for who you are.

One service, set up around your structure.
Find the page that fits you.

For individuals
Personal investors
Buying, selling and holding crypto with a broker alongside you.
For business
Companies
Corporate treasury and company holdings, executed and held properly.
For trustees
Trusts
Crypto held in a trust structure, with records for your accountant.
For super trustees
SMSF
Crypto in a self-managed super fund, with audit-ready records.
For HNW
Private clients
A high-touch relationship for larger and more complex holdings.
500+
Assets you can trade
1:1
Dedicated broker per client
Fireblocks
Institutional custody
AUSTRAC
Registered DCE provider
Part of your brokerage

The capabilities behind it.

Not separate products. These are the parts of the brokerage you'll use most, each one links through to the full detail.

OTC trading

Larger orders handled off the public order book. You get a firm quote before you commit, so size doesn't move the market against you.

Learn more

Custody & security

Assets held in institutional-grade custody via Fireblocks, with broker-led approvals on every movement. Your keys don't sit on a laptop.

Learn more

Digital assets

The 500+ assets you can buy, sell and swap through your broker, from majors to long-tail tokens, all in one relationship.

Browse assets
What you actually see

Your whole position, in one view.

Behind the broker relationship is a dashboard built for how serious holders track a portfolio, valuation, movement and events, without the exchange clutter.

Portfolio

Track value and holdings at a glance.

See estimated total value, 24-hour and 7-day change, and a running chart of how your holdings have moved, the same numbers your broker works from.

  • Estimated total valuewith 24h and multi-period change.
  • Per-asset holdings, units, value and price, side by side.
  • Account events, every transaction, searchable in one place.
See it with your broker
UpTrade portfolio dashboard on a laptop showing estimated total value, a growth chart and holdings.
Reporting

Statements that are audit-ready.

End-of-month snapshots break every holding down by amount, value and allocation, clean records for your accountant, trust or fund, not a screenshot of an app.

  • Allocation breakdownby asset, in percentage and dollars.
  • End-of-month snapshotsready for tax and compliance.
  • Structured for entities, companies, trusts and SMSFs.
See how we report
UpTrade end-of-month asset holdings snapshot on laptop with allocation chart on phone.
The difference

Why a broker,not an exchange.

On an exchange you're on your own. With a broker, a real person executes on your instruction and your assets sit in institutional custody.

Exchange

You carry it

  • You place orders into a public book and wear the slippage.
  • You hold the keys, and the risk if something goes wrong.
  • Support is a ticket queue, not a person who knows you.
  • Records are a CSV export you reconcile yourself.
VS
UpTrade broker

We carry it

  • A firm quote before you commit, executed off-book.
  • Assets in Fireblocks custody with broker-led approvals.
  • A dedicated broker who knows your structure and goals.
  • Audit-ready statements built for your accountant.
How it works

From first call tofirst trade.

Four steps, each with a real person on the other side of it.

1

Book a consultation

Talk through what you hold and how you're structured. No obligation, no commitment.

2

Get matched to a broker

You're paired with a dedicated broker who handles your account from then on.

3

Fund and get set up

Custody is arranged through Fireblocks and your dashboard is ready to go.

4

Instruct and execute

You decide the trade; your broker gets you a quote and executes on your instruction.

You're always in control.

UpTrade is non-discretionary: clients make the decisions and the broker executes on instruction. We provide general information and execution, not personal financial advice, and not discretionary portfolio management.

Ready when you are

One brokerage, end toend.

Book a consultation and talk through how the brokerage works with a dedicated broker. No obligation, no commitment.

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General information only, not financial advice. You decide; your broker executes on your instruction.