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Prerequisites

Steps

Learn how to set up Asset Wallets on Cobo Portal, including prerequisites and step-by-step instructions.

Set up Asset Wallets

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Introduction to Cobo Portal, your all-in-one platform for managing digital assets securely and efficiently.

Introduction

Introduction to Cobo Portal

Learn about Cobo Portal's supported tokens and chains across 80+ blockchains.

Supported tokens and chains

Add wallet support for new tokens quickly to enable listing them on your exchange.

Self-service token listing

Learn about security suggestions to maximize the safety and integrity of your organization's operations.

Security checklist

Find solutions for issues related to Custodial Wallets, including transaction processing and wallet creation.

Custodial Wallets

Troubleshoot with Custodial Wallets

Troubleshoot common issues with MPC Wallets.

MPC Wallets

Troubleshoot with MPC Wallets

Explore common problems with Cobo's Exchange Wallets and find quick fixes to resolve them.

Exchange Wallets

Troubleshoot with Exchange Wallets

Learn how to quickly set up and manage Custodial Wallets. Step-by-step guide for secure digital asset custody and best practices for institutional wallets.

Get started with Custodial Wallets

Learn how to set up and use MPC Wallets (Organization-Controlled Wallets) on Cobo Portal.

Get started with MPC Wallets

Learn about Cobo's Custodial Wallets, a secure solution for managing digital assets with advanced security features and a three-tier storage architecture.

Introduction to Custodial Wallets

Discover Cobo Loop, an all-in-one asset transfer network that offers zero transaction fees, instant confirmations, and multi-chain support for efficient blockchain transactions.

Cobo Loop

An introduction to MPC Wallets, which use advanced cryptographic methods to securely manage private keys.

Introduction to MPC Wallets

Get an overview of Smart Contract Wallets in Cobo Portal, designed to enhance digital asset management and security.

Introduction to Smart Contract Wallets (Safe{Wallet})

Understand how to manage your Smart Contract Wallets in Cobo Portal, ensuring effective asset oversight.

Manage Smart Contract Wallets

Learn how to manage Delegate Keys for Smart Contract Wallets, enhancing transaction security and control.

Manage Delegate Keys

Learn how to interact with decentralized applications (dApps) using Smart Contract Wallets and Cobo Connect.

Interact with dApps

Discover Cobo Portal's Exchange Wallets, a solution for managing multiple exchange accounts seamlessly.

Introduction to Exchange Wallets

View the list of exchanges supported by Cobo's Exchange Wallets and their account types.

Supported exchanges

Learn how to manage your Exchange Wallets on Cobo Portal, including asset transfers and account linking.

Manage Exchange Wallets

Manage your Exchange Wallets

Understand the process of withdrawing assets from Exchange Wallets in Cobo Portal, facilitating smooth asset transfers to other wallets.

Withdraw from Exchange Wallets

Learn how to deposit assets into your Exchange Wallets on Cobo Portal.

Deposit into Exchange Wallet

Deposit into an Exchange Wallet

Understand how to transfer assets within your Exchange Wallets, including between Main and Sub Accounts.

Transfer Within Exchange Wallet

Transfer Within an Exchange Wallet

Get an overview of the Transfer module in Cobo Portal, designed to facilitate asset movement across various wallet types seamlessly.

Introduction to Transfer

Learn how to transfer assets from Custodial Wallets (Asset Wallets) in Cobo Portal, ensuring secure and efficient asset management.

Transfer from Custodial Wallets (Asset Wallets)

Understand how to transfer assets from Custodial Wallets (Web3 Wallets) in Cobo Portal, streamlining your digital asset management.

Transfer from Custodial Wallets (Web3 Wallets)

Discover how to transfer assets from MPC Wallets (Organization-Controlled Wallets) in Cobo Portal, enhancing organizational asset control.

Transfer from MPC Wallets (Organization-Controlled Wallets)

Learn the steps to transfer assets from Smart Contract Wallets (Safe{Wallet}) in Cobo Portal, ensuring secure and compliant transactions.

Transfer from Smart Contract Wallets (Safe{Wallet})

Explore the risk control mechanisms in Cobo Portal that safeguard digital asset management and transactions.

Introduction to Risk Controls

Learn how to create and manage Address Lists in Cobo Portal, facilitating efficient transaction policies.

Address list

Discover Cobo Portal’s Dashboard, your central hub for monitoring and managing digital assets with visual insights.

Introduction to Dashboard

Get a quick snapshot of your total asset value, deposits, and withdrawals over the last 24 hours.

Quick snapshot

Monitor the total asset value of your portfolio over various time periods in USD, BTC, or ETH.

Total assets trend

View the breakdown of your portfolio by assets, wallets, or networks to gain insights into your digital asset distribution.

Portfolio

Track your plan usage, including metrics like transfer volume and overage charges.

Package usage

Track your deposits and withdrawals over time, and analyze your transaction volume and count for better decision-making.

Transaction overview

Stay updated with the latest developments in the Cobo ecosystem, including news articles and updates.

Cobo news

Get an overview of Cobo Portal's Organization feature, your control center for managing user roles, permissions, and governance.

Introduction to Organization

Manage your organization’s general settings in Cobo Portal, including profile customization and account status updates for optimal control.

Manage general settings

Efficiently manage organization members in Cobo Portal by inviting, modifying roles, and controlling access to enhance teamwork.

Manage members

Understand the process for freezing and unfreezing your organization’s account in Cobo Portal, ensuring security and control.

Freeze/unfreeze organization

Customize transaction categories in Cobo Portal to improve financial tracking and reporting, ensuring clarity in your organization’s finances.

Manage transaction categories

Access comprehensive activity logs to monitor organizational activities, ensuring transparency and accountability in Cobo Portal.

Activity logs

Discover Fee Station, your all-in-one solution for managing expenses and automating payments on Cobo Portal.

Introduction to Fee Station

Manage your Fee Station effectively, including viewing deposit addresses and transaction records.

Manage Fee Station

Learn how to deposit assets into Fee Station for automatic payment of transaction fees on Cobo Portal.

Deposit into Fee Station

Learn how to view transaction records in Fee Station, including payments for transaction fees and Cobo bills.

View transaction records

Learn about Cobo's billing and payment system, including pricing plans and usage quotas tailored to your business needs.

Introduction to Bills & Payments

Learn how to purchase a pricing plan in Cobo, including steps for Enterprise plans and KYC verification requirements.

Purchase a pricing plan

Follow the steps to view and manage your pricing plans in Cobo, ensuring you stay within usage limits and avoid disruptions.

Manage your pricing plans

Understand how to manage your bills in Cobo, including viewing, settling, and handling overage charges effectively.

Manage your bills

Explore the payment methods available for bills in Cobo, including Fee Station and Cobo Pay for secure transactions.

Payment methods

Learn about Cobo's Address Book, a user-friendly manager for organizing and accessing withdrawal addresses efficiently.

Introduction to Address Book

Follow the steps to set up your Address Book in Cobo, including adding and verifying your withdrawal addresses for secure transactions.

Set up Address Book

Understand how to manage your withdrawal addresses in Cobo's Address Book, including editing, deleting, and viewing transaction history.

Manage Address Book

Discover the Developer Console in Cobo Portal, your control center for managing API keys, logs, webhook events, and callback messages.

Introduction to Developer Console

Get an overview of your total API requests, webhook events, callback messages, and errors in Cobo's Developer Console.

Overview

Manage and view the API logs generated by requests made through the Cobo Portal Apps developed by your organization.

API logs

Manage webhook events in Cobo's Developer Console, including tracking and handling event notifications.

Webhook events

Manage callback messages in the Developer Console, including search and filtering options for efficient tracking.

Callback messages

Get an overview of total API requests, webhook events, and errors generated by your organization's Cobo Portal Apps.

API dashboard

Track usage metrics for Cobo Portal Apps, including installations, user counts, and app launches across organizations.

App usage

Access detailed API logs for the Cobo Portal Apps, allowing you to manage and analyze API request data.

Manage webhook events triggered by Cobo Portal Apps and easily access event data for your organization.

A comprehensive glossary of terms and definitions related to Cobo's services and products.

Glossary

Get an overview of Cobo Portal Apps, designed to enrich user experiences in investing and managing digital assets.

Introduction to Cobo Portal Apps

Discover how to browse and install Cobo Portal Apps, enhancing your digital asset management experience.

Browse and install apps

Learn how to set up and update transaction policies in Cobo Portal after installing apps, ensuring compliance and efficiency.

Set up transaction policies

Set up and update transaction policies

Learn how to update app settings in Cobo Portal, including optional permissions and wallet scopes after installation.

Update app settings

View and update approval workflows

Explore the process of building Cobo Portal Apps, enabling developers to create innovative solutions for users.

Build Cobo Portal Apps

Discover the Earn app, which allows you to manage investments in DeFi yield products and monitor your returns.

Introduction to Earn

Follow the instructions to set up the Earn app in Cobo Portal, enabling investment in DeFi yield products.

Set up Earn

Get an overview of your holdings and rewards, and explore available investment products.

Step-by-step guide on how to subscribe to investment products in the Earn app.

Subscribe

Learn how to redeem your investments in the Earn app, including the process and implications of withdrawing invested funds.

Redeem

Understand how to view your investment positions and activity via Cobo Portal, ensuring transparency in your investment operations.

View investment positions and activity

Discover Screening's real-time crypto transaction monitoring with KYA/KYT capabilities. Automate AML/CFT compliance with risk detection and smart policy enforcement.

Introduction to Screening

Step-by-step guide to installing Screening for crypto transaction monitoring. Configure AML/CFT compliance settings and start protecting assets in minutes.

Set up Screening

Manage which wallets are monitored by Screening for transaction scanning.

Manage monitored wallets

Create custom crypto compliance rules in Screening based on risk levels, transaction directions, and amount thresholds. Automate AML/CFT policy enforcement.

Manage post-screening policies

View and manage transaction screening results. Monitor risk levels, review compliance status, and take appropriate actions based on AML/CFT analysis.

Manage screening results

Configure Screening notification recipients to receive alerts about transaction risks and compliance events. Add or remove team members from notification lists.

Manage notification recipients

Discover OTC, a secure solution for crypto and fiat conversions through licensed providers on Cobo Portal.

Introduction to OTC

Explore Cobo's Token Bridge for secure cross-chain transactions. Features include asset transfers across blockchains and transaction monitoring with Cobo Guard security.

Introduction to Token Bridge

Learn how to install and set up Cobo's Token Bridge app in your Portal environment. Quick guide for enabling cross-chain transaction capabilities in your custodial wallet.

Set Up Token Bridge

Monitor Token Bridge activities through a comprehensive dashboard. Track transaction statistics, view bridge history, and initiate new cross-chain transfers with advanced filtering.

Dashboard

Step-by-step guide for initiating cross-chain transfers using Token Bridge. Learn how to select assets, set amounts, and manage transaction parameters with role-based access control.

Bridge token

Verify your Token Bridge transaction details before submission. Review wallet information, token amounts, chain details, and estimated processing time for cross-chain transfers.

Token bridge preview

Complete guide to Token Bridge supported networks and assets. Details on USDT bridging across Tron, BNB Chain, and Ethereum, including limits, fees, and processing methods.

Supported assets

Discover the Staking app, which allows you to manage asset staking with protocols like Babylon and monitor your rewards.

OVERVIEW

GET STARTED

WALLETS & TRANSACTIONS

MANAGE YOUR ACCOUNTS

DEVELOPER CONSOLE

RESOURCES

Set up Asset Wallets

Prerequisites

Steps

OVERVIEW

GET STARTED

WALLETS & TRANSACTIONS

MANAGE YOUR ACCOUNTS

DEVELOPER CONSOLE

RESOURCES

​Prerequisites

​Steps

Prerequisites

Steps