We support a diverse range of payment methods that give you the flexibility to choose an approach that best suits your users’ needs. This allows your users to make one-off and recurring deposits to their portfolios.
We accept deposits via the following methods:
WealthKernel does not currently support bulk or aggregated payments. After WealthKernel receives a deposit from your users, we match it with the deposit expectation that contains the details of the source account.
After it’s matched, the deposit will be marked as settled and booked against your portfolio and will reflect in the balance. The funds will then be available to be invested.
We’ve listed the inbound and outbound transfers that we accept -
Vertically integrated investing services, all available over API
Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.
Comprehensive trading built on cutting-edge tech. Trade thousands of fractional securities across markets in multiple currencies.
We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.
Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.
We support BACS, CHAPS, direct debits, open banking, instant matching deposits, recurring payments, and standing orders.
Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.