Need a little help? Take a look at our list of frequently asked questions.
We offer individual, joint, corporate, LLC, partnership, trust and custodial accounts. We currently do not offer retirement or foreign accounts.
You will need to go to our online application page and complete the new account application. The online page can be found at APPLY FOR ACCOUNT.
You have to be 18 or older to open an account at Keystone.
Yes, at this time you will have to open separate accounts to hold digital and traditional securities.
Contact customer support for a change of address form here – Customer Support
Contact customer support to request funds – Customer Support
An account fee schedule can be fount here: Account fees
No, digital securities are not eligible to margin or short.
We think it is unlikely that there initially will be an active trading market.
A blockchain is a data structure that makes it possible to create a digital ledger of transactions and share it among a distributed network of computers. The term blockchain comes from the fact that data is recorded in blocks where each block refers to the block that came before it. Once a block is recorded it is extremely difficult to alter it or remove it from the chain.
No. Trading in digital securities will be restricted to persons who open and maintain the required online brokerage account with Keystone.
If you have other questions or need assistance, please contact Keystone support at [email protected]
To open an account to hold digital shares you must be a United States citizen with a United States address; or a United States permanent resident alien who has maintained a residence in the United States for a minimum of one year and possesses a valid U.S. Social Security number; or a corporation, partnership or limited liability company formed under the laws of the United States or any state and that has a physical address in the United States; or a trust, all of the trustees of which would qualify to purchase Series A Preferred on their own behalf, and which has a physical address in the United States.
If the digital security preferred stock is subject to a partial redemption by the issuer, the issuer will notify the redemption agent (sometimes referred to as a transfer agent) of the number of shares to be redeemed. The redemption agent will implement the redemption so as to give effect to the clearing firm’s policy (FINRA Rule 4340), which will be publicly available on the clearing firm’s website.
You will receive statements from the transfer agent whenever there is share activity in your account including the initial allocation. Two statements will be generated: the first statement is generated at the time of the allocation and will show in the transaction description column “Subscription Allocation” and the second statement is generated whenever there is share activity in the account and will show in the transaction description column “Share Credit/Debit”.
You will need to login to trade your digital securities. You can log into your digital account by clicking the following link. CLIENT LOGIN
You can either call our trading desk at 858-800-4920 or request a trading platform at Trading.
Yes, contact trading to open day trading account.
Keystone trading fees can be found here: Trading Fees
We are of the mindset that it should be easy to view all of your investment, transaction, and balance information all in one place and ensure that your portfolio is optimized to get the most out of your account.
We understand that many broker-dealers offer similar products with competitive rates but what makes Keystone different is our understanding that everyone’s business is unique and our ability to make it work.
By utilizing our platform, take care of account maintenance issues, such as re-balancing and dividend reinvesting. At a fraction of the cost attributed to a typical advisor, let us help you get the most out of your investment experience.
Keystone is your partner that supports and drives the success of your financial goals. Our job is to help make your investing more efficient, more effective, and more successful.