Monthly Holding Summary
Flagship cycle: one verification session and a printed plus encrypted PDF report delivered within five business days.
DetailsSeoul · Self-custody documentation
Content Birchline prepares written monthly holding summaries for investors who keep assets in cold storage—no exchange dashboards, no custody handover, just disciplined records you can file and revisit.
Each engagement produces a dated holding summary: wallet addresses you designate, balances as observed during your scheduled verification session, cost-basis notes you supply, and a plain-language variance section when positions shift from the prior month.
We never ask for seed phrases, private keys, or remote access. You sign transactions locally; we document what you show us under agreed conditions.
Choose the depth that matches how you custody assets.
Flagship cycle: one verification session and a printed plus encrypted PDF report delivered within five business days.
DetailsOne-time setup visit to establish your address register, labeling scheme, and first baseline summary.
DetailsDeeper quarterly review with cross-wallet reconciliation notes and optional spouse or advisor copy.
DetailsThe March report caught a labeling mismatch between my Ledger and my spreadsheet—small, but exactly the kind of drift I wanted someone else to notice.
— Hyeon-su K., quarterly custody client
I keep keys in two countries. Content Birchline's travel-session option meant I could verify in Seoul and still receive the PDF before my accountant's deadline. Scheduling took an extra email, which was fine.
— Renata M., annual review
Clients who prefer a gentle nudge before each verification window may install our lightweight reminder app. It stores dates locally on your device and does not connect to wallets or exchanges.
Available on the Microsoft Store
Get it from MicrosoftPhysical address registers complement device screens during monthly verification and survive firmware changes.
A practical checklist for charging, labeling, and displaying balances safely before your monthly summary appointment.
Neutral naming conventions that help heirs and advisors understand roles without exposing signing details.