Crypto simplified for Advisers

Education, integration and support.

We've built tools and partnerships to help you securely view and manage reporting of your clients’ digital assets.

Join the Adviser Program

Looking for a trusted partner in digital assets? Speak with us today about the Adviser Program.

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A simple solution for advisers

As a financial adviser you’re seeing a rise in the popularity of cryptocurrencies. As more of your clients discuss adding exposure to digital assets, you're put into a challenging position when it comes to assisting them.

The Adviser Program educates you and your clients and provides a secure platform for access to crypto markets. With our software integrations, we help you reduce administrative and reporting burdens.

We provide an intermediary data solution for your clients’ holdings and transaction history.

Educational webinars for advisers and clients

Bespoke video courses covering key topics in digital assets and blockchain technology.

Integration and training

Manage cryptocurrency like any other asset, through our integration with leading financial planning and SMSF software providers.

FPA-approved CPD course

Earn a CPD point when you take our free CPD course; Introduction to Cryptocurrencies.

Onboarding complex investment structures into crypto is our speciality

We understand the complexities of SMSFs, trusts and companies.

Streamlined onboarding

Streamlined onboarding for SMSFs, trusts, companies, as well as individual accounts.

24/7 local support

Local 24/7 support to assist with onboarding and ongoing management.

Detailed reporting

Detailed reporting, KPMG tax estimator, integration with Iress, BGL and third-party taxation tools.

Book a call

A trusted custodian for your clients’ digital assets

When trust and security mean everything, we’re the number one choice.

1:1 reserves

We maintain a full 1:1 reserve of all client fiat and crypto assets.

We hold the vast majority of crypto assets in secure offline cold storage, protected in underground vaults with maximum security.

Audited

Our books are balanced and we carry no debt on our balance sheet. We engage external auditors to undertake an annual audit of our financial statements in accordance with Australian Accounting Standards. This includes verification of all fiat and crypto balances held in custody on behalf of clients.

Segregated funds

We do not commingle customer funds. We maintain complete segregation of all client assets to ensure that when you need to make a withdrawal you can.

We keep your assets safe. That is our promise.

Sole custodian

Independent Reserve is a sole custodian of all crypto assets held on our platform. Custody is managed in Australia and we do not use any third party custodians.

We adhere to industry best practices and never lend, trade or reinvest your assets.

Learn about our security

Get started with the Adviser Program

1. Book a call

Contact us today to find out how the Adviser Program can help you and your clients navigate crypto safely.
2. Join the adviser program

Get access to educational resources, tools and features, plus ongoing support.
3. Get started

Take the CPD course, join our webinars, and integrate your clients’ reporting.

Get in touch

Creating an account as an adviser?

Download the "Adviser onboarding" PDF. You will need to fill it in and upload it as the final step when creating your account.

Download now

Independent reserve portal, registration page

Meet your adviser toolkit

We’ve built partnerships and features to help you and your clients stay secure and access important information for your ongoing administrative needs.

Insurance

We are the first Australian cryptocurrency exchange to offer insurance on crypto assets held with Independent Reserve. Insurance is available exclusively to sophisticated and wholesale investors.

KPMG Tax estimator

Take the pain out of figuring out tax obligations on crypto transactions with our tax estimator

OTC desk

For transactions over $50,000 we offer a discreet service, fast transaction times and tight pricing. Our over-the-counter desk supports all crypto assets listed on our exchange.

Order book exchange

We have a multi-currency order book with instant settlements, deep liquidity and low brokerage.

Maximum security

We hold the vast majority of digital assets in secure offline cold storage, protected in underground vaults located in Australia. We have strict security protocols and are ISO 27001 certified.

Clear and concise reporting

In addition to our integration partners, we simplify monthly and end-of-year reporting, with CSV and PDF exports.

Official Crypto Exchange of the Sydney Swans

Trusted by global partners

CPD course for advisers

Stay ahead of the curve. Complete our FPA-approved CPD course: Introduction to Cryptocurrencies.

View course now

Award & Recognition

Digital Currency Exchange of the Year 2019-2021

Deloitte Tech Fast 50 Australia

Financial Review Fast 100

FR Most Innovative Companies

Financial Times High Growth Companies 2020

Frequently asked questions

Earn a free CPD point after you watch the “Introduction to Cryptocurrencies” training video. After you have completed the CPD course click on “get my CPD certificate”, and we will email your accreditation to you.

Complete course now >

Yes. Our free CPD course is the only FPA-approved crypto CPD course for financial advisers, planners, and accountants.

Take the course now >

Upon creating your adviser profile on Independent Reserve, you will receive an email with your unique code. This code is required for setting up your Independent Reserve data feed in Xplan. Once set up, you’ll be able to view all of your clients’ transaction history and holdings in one place and get a consolidated view of their entire portfolio.

For more information on how to register your data feed in Xplan, please refer to the Iress help guide.

Yes, we are the first and only cryptocurrency exchange in Australia to offer insurance. Our wholesale and sophisticated customers can take out insurance on the crypto assets they hold with us.

Please book a call to find out more >

Independent Reserve was purpose-built from the ground up to be a trusted and secure crypto platform. Our highly robust system is protected by world-class security features.

Our account security measures protect customer data with 2FA and multiple layers of encryption. We are ISO 27001 certified as an assurance of our processes and security protocols.

Building a trusted and secure exchange is our number one priority. Learn more about our security.

We are one of the most established cryptocurrency exchanges in the world. Founded in 2013, our vision was to build Australia’s most trusted and secure way to buy Bitcoin and other cryptocurrencies. We pride ourselves on doing things the right way, which is why we are still in business after almost a decade.

Our mission has been to transform cryptocurrency and its technology into a robust and regulated financial service for all investors. That’s why thousands of Self-Managed Super Funds (SMSFs), trustees, and custodians trust us to invest in crypto.

When it comes to integrity, we set the bar high. We ensure that customer assets never leave our control, so when you need your crypto, we've got it. We keep your funds safe - that is our promise.

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