Book a Private Consultation — UpTrade

Private Client Consultation

A 30-minute call to de-risk your next move in crypto.

Speak directly with a senior UpTrade broker about your current portfolio, your investment strategy, and where the market sits today.

Schedule a Free Call Already know what you want?

5.0 ★★★★★ Google Reviews

4.9 ★★★★★ Trustpilot

Custody by Fireblocks

What to expect

Our onboarding team responds within 1 business day.

Free · 30 min

An introduction with our onboarding team

A private conversation to understand your goals, your experience in the market, and the position you're looking to build.
An honest read on your current strategy

We'll discuss where you stand today, how clients like you are positioned, and how UpTrade fits into your wider portfolio.
A clear view of the UpTrade desk

How we trade, how we custody, and the standards that allow us to serve high-net-worth clients, family offices, and institutions.
A senior broker, assigned to you

Once onboarded, you're introduced to a senior broker who becomes your single point of contact. A relationship built around your portfolio, for the long term.

Trusted by individuals, family offices, SMSF trustees & corporate treasuries

Fireblocks Custody AUSTRAC Regulated Australian-owned 500+ Digital Assets

Brokerage vs. Exchange

When you're moving real money, an exchange isn't enough.

Exchanges work fine for $500 buys. The problems start when the trade size grows. Slippage eats your fill, liquidity dries up at the wrong moment, and your funds sit in custody you don't control. A brokerage solves all three.

Trading on an exchange

The bigger the order, the bigger the problem.

Exchanges are built for retail volume. Once you move past it, the cracks show. In pricing, in execution, and in who holds your funds.

Slippage on size. Your order walks the book. The bigger the trade, the worse the average fill.
Thin liquidity on anything outside the top ten coins. Wide spreads, partial fills, missed entries.
Funds in their custody, not yours. Hot wallets, mixed track records, and history we've all seen go wrong.
No one to call. Ticket queues, chatbots, and "we'll get back to you in 3-5 business days."
Retail-only accounts. SMSF, trust, and company structures are an uphill battle, if supported at all.

Working with UpTrade

A brokerage handles size properly.

Smart auto-routing, deep liquidity across 500+ assets, and Fireblocks-secured custody. Backed by a senior broker who treats your portfolio like their own.

Smart auto-routing. Our system scans liquidity venues in real time to secure you the best price the market is showing. One quote, one fill.
Deep liquidity across 500+ digital assets. On/off-ramp capacity up to $1B in major fiat currencies.
Fireblocks-secured custody. MPC-protected, hardware-isolated, insured. Institutional-grade, by default.
A dedicated broker on chat, email or phone. 24/7. Someone who actually knows your name.
SMSF, trust, company and entity accounts handled in-house, with the structures to match.

Inside UpTrade

The desk, in our own words.

A short look at how we operate, who we serve, and the philosophy behind the brokerage.

A broker, on your side. 24/7.

Markets don't sleep. Neither does your broker.

Markets move on weekends, after midnight, while you're in a meeting. A senior broker is reachable by chat, email or phone, around the clock, with a research desk behind them logging 200+ hours a week on the markets. This isn't a help line. It's a long-term relationship, built around your portfolio, one step closer to financial freedom.

10+ yrs

Average broker experience on the desk

24/7

Global support, every day of the year

200+ hrs

Weekly market research backing every call

$1B

On/off-ramp capacity across major fiats

Half our work happens while clients are sleeping, travelling, or running their actual business. That's the job. The desk runs so they don't have to.

George Kaltekis Senior Broker, UpTrade

Book Your Free Consultation

Schedule a free consultation with an UpTrade broker and learn how to strengthen your crypto investment approach.

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What happens after you book

One call. A clear path forward.

No drawn-out sales process. No pressure to commit. Here's exactly what happens after you book.

Within 1–2 business days

Onboarding team reaches out

A member of our onboarding team will reach out to schedule a time that suits you. Australia, US, EU, or anywhere in between.

The call · 30 min

Fit conversation

A two-way conversation about your goals, experience, and what you're trying to build. We assess fit, both ways.

Same week

Onboarding & KYC

If we're a fit, our team handles your KYC and account setup, including SMSF and entity structures.

Day one

Meet your broker

You're introduced to a senior broker who becomes your single point of contact. Same-day OTC, Fireblocks custody, and a direct line for life.

For the experienced investor

Already know what you want? Skip the call.

If you've done your homework and you're ready to move, you can register an account and start trading directly. Your dedicated broker will be in touch once you're in. Same desk, same research, same custody.

The market won't wait. Neither should you.

Book a 30-minute call with our onboarding team. Walk away with an honest read on your portfolio, a clearer view of where you stand, and zero pressure either way.

Book Your Free Consultation

Book Your Free Consultation →

Cryptocurrency trading FAQs

Let our expert crypto brokers give you the answers.

Are there any deposit or withdrawal charges for crypto trading?

We have no fees for deposits or withdrawals. With a proven fiat on and off ramp track record, you can have peace of mind your money will be where you need it, when you need it.

Learn more

What are the risks of cryptocurrency trading?

As with any investment, cryptocurrency trading comes with its own unique risks. There are several factors that make crypto markets volatile, with large fluctuations often experienced over a short period of time.

Cyberattacks on digital asset exchanges are also possible, which can have a strong and short-term impact on crypto prices.We recommend talking to a financial advisor to discuss if crypto trading is right for you.

What is the minimum and maximum trade size for cryptocurrencies?

The minimum and maximum trade size depends on the cryptocurrency market. Please chat to your dedicated crypto broker for the latest information on trade sizes.

Who can I talk to about token swaps or migrations?

Your dedicated crypto broker can manage token swaps or migrations on your behalf and talk you through the process. As an UpTrade investor, you have access to 24/7 support from your dedicated crypto broker.

It’s important to note that your dedicated crypto investor cannot give personal advice about crypto investments based on your personal portfolio, financial circumstances or objectives, and any investment guidance is general is nature only. For personalised advice around token swaps and migrations, and if this is right for you, we recommend talking to a financial advisor prior to your request.*

Do I need to know about cryptocurrency ecosystems or tokens before I start trading?

We work with a range of different investors, including crypto trade beginners. Your dedicated crypto broker can guide you through the details, providing general information on the ecosystems and tokens.*

Learn more

How do I contact my crypto broker?

You have 24/7 access to your dedicated crypto broker, and can contact our team by chat, email or phone.*