Online Account Access
Backend Online Account Access for Client Transparency
Metals Edge Wealth provides backend online account access so clients can view account information, holdings, documentation, and activity related to their precious-metals account — a more transparent experience than a traditional phone-only dealer relationship.
A Modern Account Experience
What Clients Can Access
Account Holder
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Account Type
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Holdings Summary
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Storage Status
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Allocated title · Storage · Activity
Purchase · Storage · Delivery
Illustrative interface. No client data shown.
Important Clarification
Online Access Is Provided by Metals Edge Wealth
Online account access is provided through Metals Edge Wealth. Depository storage, allocated title, and storage documentation are handled through the applicable depository relationship.
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Give Clients a More Professional Path to Physical Precious Metals
Metals Edge Wealth helps advisors support client interest in physical precious metals through a documented, client-directed, allocated, and transparent account experience.