How to Create a Crypto Bundle From your Desktop Browser
Please see the directions below for setting up a pre-configured Bundle versus a custom Bundle:
Pre-configured Crypto Bundle
Select one of the pre-configured Bundles from the available list and choose a rebalancing frequency.
Select a funding source and enter the desired Amount. (Additional funds may be added any time after initial Bundle creation.)
Note: The amount must be at least $1,000 minimum, but no more than $500,000 maximum.
Review the order summary, tap the checkbox to agree to the Terms & Conditions, then click the Place Order button.
Congrats, your Crypto Bundle has been created! An email confirmation will be sent, and the transaction will be recorded in the Transaction History.
Custom Crypto Bundle
Select assets and assign a percentage to each asset. These percentages define the allocation parameters for the Automatically Rebalanced Bundle.
Select a funding source and enter your desired Amount. (Additional funds may be added any time after initial Bundle creation.)
Note: The amount must be at least $1,000 minimum, but no more than $500,000 maximum.
Name the Automatically Rebalanced Bundle and set the rebalancing frequency. This may be changed at any time. Learn more about Rebalancing Frequency
Review the order summary, click the checkbox to agree to the Terms & Conditions, then click the Place Order button.
Congrats, your Custom Automatically Rebalanced Bundle has been created! An email confirmation will be sent, and the transaction will be recorded in the Transaction History.
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