FAQ

FREQUENTLY ASKED QUESTIONS

Fusion Financial is an automated investment advisory service that combines traditional and crypto assets to help investors create a diversified investment portfolio.

Fusion Financial asks investors questions about their financial profile and objectives, then recommends possible investment strategies that include a blend of traditional assets and cryptocurrencies as part of a healthy overall portfolio.

No, not directly, However, Fusion Financial maintains relationships with top-tier brokers and clearing firms with broad access to exchanges and alternative trading systems. For investors wanting self-directed account options to compliment their managed account service, Fusion will introduce customers to service providers (broker dealers) offering such services.

No, not directly. Fusion Financial maintains relationships with top-tier cryptocurrency exchanges and OTC desks as part of the managed account service. Customers desiring more “self-directed” account options involving cryptocurrencies can also access this dynamic trading software and service directly from their self-custody digital asset wallets and the Ethos Platform.

No. All assets are owned and stored by the customer in their personal digital wallets and are not held in any centralized way by Fusion Financial.

Traditional securities and assets are insured under SIPC, or FDIC where relevant, and custodied at Apex Clearing, a Qualified Custodian and Clearer. Fusion Financial cannot access your accounts directly without your knowledge and/or authorization.

To comply with industry regulations, Fusion Financial requires that all clients wanting to establish an account undergo “Know your Customer” (KYC) and ongoing anti-money laundering (AML) processes. Once this is complete, we will ask that you complete a questionnaire detailing your investment goals and risk preferences in order for Fusion to make investment recommendations.