Financial Advisor-Linked Accounts

Let advisors trade on behalf of your customers, without ever putting customer funds at risk.

zerohash's Financial Advisor authorization gives your platform a clean, regulated way to introduce advised offerings alongside self-directed trading. One API call links an advisor to a customer account.

From that moment on, the advisor can execute trades on the customer's behalf, while every funding action stays locked to the customer or the platform.

The opportunity

Advised crypto is one of the largest unaddressed segments in digital assets today. The wealth and brokerage industry has spent decades building advised workflows for equities and fixed income. Those same advisors, RIAs, and managed account platforms now want crypto exposure for their clients, and the platforms that serve them want a way to offer it without rebuilding their stack.

Today most platforms have to choose between:

• A self-directed-only experience.
• Building bespoke trading permissions and money-movement controls in house, with the regulatory and operational lift that comes with it.

zerohash Financial Advisor authorization closes that gap. You get the trading permissions, the money-movement guardrails, the audit trail, and the reporting in one integrated capability. You keep the customer relationship, the UX, and the commercial model.

What the integration looks like

For your engineering team, the work is small and bounded.

1. Onboard the advisor as a zerohash participant, the same way you onboard any other.
2. Link the advisor to a customer account with a single API call. Either at account creation or at any point afterwards.
3. Let the advisor trade. Your existing API credentials work. Their trades reference the customer account on each order.
4. Subscribe to events for advisor add, remove, and trade activity. Use them for audit, UI, and reporting.
5. Revoke with one call when the advisory relationship ends.

There is no advisor-specific wallet, no parallel account hierarchy, and no separate trading venue. It is the same zerohash, with an added permission layer.

What you get with the offering

• Trading permissions and money-movement guardrails enforced by zerohash on every order, on every execution path.
• Advisor-attributed trade reports ready to hand to advisors, customers, and regulators.
• Notification webhooks for advisor lifecycle and trading events, so your audit and CRM systems stay in sync.
• A standard Financial Advisor agreement template you can pass through to advisors or end customers, prepared by zerohash legal.
• One commercial relationship. zerohash is the regulated infrastructure. You own the customer.

Where this takes your business

Adding advisor support is rarely just about advisors. Platforms that turn on Financial Advisor authorization typically see three things follow:

1. New revenue streams from advisory fees, model portfolio subscriptions, and managed account programs.
2. Larger and stickier accounts. Advised customers tend to hold higher balances and stay longer.
3. A real story for institutional and wealth distribution partners. "We can support your advisors on day one" becomes something you can say without caveats.