Bybit's Private Wealth Management (PWM) service offers strategic asset allocation and professional management. Follow these steps to seamlessly access PWM and optimize your investment journey.

• Initial Consultation
• Create a Bybit Account 
• Tailored Investment Strategy
• Product Allocation & Investment Setup
  • How to Access the Dashboard
• Tracking & Managing Your Portfolio
  • How to Check Your Portfolio

Initial Consultation

Contact a wealth consultant via the Bybit Private Wealth Management page. Your personal consultant will assess your financial goals, investment preferences, and risk tolerance to tailor a suitable investment strategy. We will review the information you submit internally and contact you if you meet the required criteria.

Create a Bybit Account (If You Haven’t Yet)

Our Private Wealth Management team will guide you in opening your Bybit account if you don’t have one, ensuring compliance with regulations. We’ll assist you through the documentation and verification process to ensure a seamless setup. For detailed instructions,  please refer to this guide on opening a Bybit account.

Tailored Investment Strategy

Based on your financial profile, we will design a customized wealth management plan. This includes constructing an investment portfolio that aligns with your objectives and market opportunities.

Product Allocation & Investment Setup

Our experts allocate premium crypto assets and investment tools tailored to your risk profile and return expectations. Once confirmed, our private wealth management team will finalize your investment plan, and the details will be accessible on your PWM dashboard.

How to Access the Dashboard:

Step 1: Tap on Bybit Earn → Wealth Management → Private Wealth Management.

 

Step 2: Tap on Invest Now to view detailed plans.

 

Step 3: Review the details, acknowledge the Terms & Conditions, and confirm your investment.

 

 

Tracking & Managing Your Portfolio

Our platform provides real-time tracking of asset performance, enabling you to monitor investments effectively.

 

How to Check Your Portfolio:

Step 1: Go to the PWM Dashboard and click on View Details.

 

Step 2: Check APR and realized income.

 

Step 3: Tap on Invest More or Redeem based on your needs.

 

Notes:

• Fund investments must be locked for at least three (3) months and require three (3) working days for redemption processing.

• Premium Wealth Management products cannot be redeemed early before the designated redemption period.

Periodic Portfolio Reviews

Our team conducts regular assessments to optimize your investment strategy based on market conditions. Adjustments are made to maximize growth potential and mitigate risks.

 

Bybit's dedicated Private Wealth Management team provides tailored solutions, answers queries, and offers in-depth market analysis reports to help you stay informed about emerging opportunities. For further inquiries, please contact your designated wealth consultant via the Bybit Private Wealth Management page.