Allocated Storage & Title
Allocated Storage & Account-Holder Title
When clients choose allocated storage through Metals Edge Wealth, the account is structured so stored metals are titled and allocated in the account holder's name. Clients receive allocated title documentation directly from the depository.
Why Account Structure Matters
Documentation, Visibility, and Direct Ownership Structure
This is not a managed account. Metals Edge Wealth does not make discretionary purchase, sale, storage, delivery, or liquidation decisions for clients.
Allocated precious-metals holdings
Account-holder title
Depository documentation
Stored metals kept separate within the vaulting structure
Support for delivery, transfer, or liquidation requests
Online account access through Metals Edge Wealth
Allocated Storage
- Specific metals are allocated to the account holder
- Ownership records are tied to the account
- Better suited for clients who value documentation, visibility, and direct ownership
Unallocated Storage
- Client may have a claim on a quantity of metal rather than specific holdings
- May be less appropriate for clients who want account-level documentation
Storage FAQs
Common Questions on Storage & Title
Are stored metals titled in the client's name?
Under allocated storage, stored metals are titled and allocated in the account holder's name.
Who provides title documentation?
Allocated title documentation is provided directly from the depository to the account holder.
Can clients request delivery or liquidation?
Yes. Clients retain discretion over delivery, transfer, and liquidation requests.
Is this a managed account?
No. Metals Edge Wealth does not manage accounts or make discretionary decisions.
A Commodity Title Transfer Notice is issued in connection with applicable transactions. Account documentation should be reviewed by the client and their advisors.
Speak With Our Team
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.