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Security Token

A blockchain token representing ownership in a regulated security such as stocks, bonds, or investment contracts.

What is a Security Token?

A security token is a digital asset on a blockchain that represents ownership in a regulated security. Unlike utility tokens, security tokens are subject to securities laws and grant holders rights similar to traditional securities, such as equity ownership, profit sharing, or voting rights.

Security Token vs Utility Token

AspectSecurity TokenUtility Token
RegulationSEC oversightGenerally unregulated
RightsOwnership, dividendsAccess to platform/service
TradingRegulated exchangesDEXs, CEXs
ExamplesTokenized stocks, bondsETH, UNI, LINK

The Howey Test

The SEC uses the Howey Test to determine if a token is a security:

  1. Investment of money
  2. In a common enterprise
  3. With expectation of profits
  4. Derived from efforts of others

If all four criteria are met, the token likely qualifies as a security.

Security Token Standards

  • ERC-1400: Ethereum standard for security tokens with transfer restrictions
  • ERC-3643: Permissioned token standard with identity verification
  • DS Protocol: Securitize's compliance-embedded token framework
  • R-Token: Regulated token standard by Harbor

Compliance Features

Security tokens typically include:

  • Transfer restrictions: Only verified wallets can receive
  • Forced transfers: Ability to recover tokens in legal disputes
  • Investor caps: Limits on number or type of holders
  • Lock-up periods: Time-based transfer freezes
  • Dividend distribution: Automated profit sharing

Security Token Exchanges

Regulated trading venues for security tokens:

  • tZERO
  • INX
  • Securitize Markets
  • Archax (UK)

Benefits Over Traditional Securities

  • 24/7 trading: Markets never close
  • T+0 settlement: Instant vs T+2 traditional
  • Fractional ownership: Lower minimums
  • Global access: Broader investor base
  • Programmable compliance: Automated regulatory adherence

Challenges

Despite benefits, security tokens face slow adoption due to regulatory complexity, limited liquidity, and infrastructure gaps between traditional and crypto financial systems.

Examples

  • Securitize tokenizes shares of KKR funds as security tokens
  • tZERO trades tokenized securities including OSTKO preferred shares
  • INX completed a $85M SEC-registered security token offering

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