Services
User Onboarding
Digitally onboard clients
Accounts
Investing account wrappers
Account Funding
Supported payment methods
Transfers
Transfer assets into WealthKernel
Custody
Custody client assets
Trading
Trading service via our Orders API
Portfolio Management
Manage client portfolios
Transaction Reporting
Reporting securities traded on our platform
Appointed Representative
Conduct regulated activities under Principal
Savings
FSCS-protected easy-access accounts
Solutions
Sectors
Fintechs
Established Businesses
Wealth Managers
Use Cases
Safeguarding
Fractional Trading
Robo Advisor
Money Market Funds
Direct Indexing
Developers
Our API
System Status
Resources
Case Studies
News
Blog
Help Centre
About Us
Regulatory
Regulatory environment overview
Guides
Investing at WealthKernel
Working with WealthKernel
The Appointed Representative Guide
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