Create an account

Start with what you hold.

The wizard asks for the organization, then a wallet, an exchange, a custodian, or any combination. Each connection only reads. It cannot move funds.

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Account

This starts a new set of books. You will be the owner. A wallet, exchange, or custodian can be connected on the next steps, or skipped and added later in Settings.

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What gets saved

Read-only from the start

  • A wallet is a public address and a type: hot, cold, or staking.
  • An exchange starts as an account id. A read-only API key can be added later in Settings.
  • A custodian is a vault id. A read-only viewer credential can be added later in Settings.
  • You can skip every connection and add them later in Settings.