Get started with Custodial Wallets

This quick start guide helps you explore and evaluate Cobo’s Custodial Wallets. By following these simple steps, you’ll be able to test our core features and assess if our institutional-grade custody service meets your needs:

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Prerequisites

• Contact our sales team to acquire your account activation link.

• An iOS device to run Cobo Guard, an iOS app designed by Cobo for multi-factor authentication (MFA) and operation approval.

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Set up accounts and organization

As the first admin of your organization, complete these initial steps to configure your account and organization:

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Create an account

Use the activation link from our sales team to create your Cobo Portal account.

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Set up Cobo Guard

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click Guide at the bottom left, and click Set up Cobo Guard.
3. Follow the instructions on the screen to install Cobo Guard on your iOS device and link your account with your Cobo Guard.

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Configure governance policies and user roles

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Invite members

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click the profile icon at the bottom left, and then click Organization.
3. Click Members. On the Members page, click Invite Members.
4. Enter the member’s email address and name, and then select appropriate user roles.
   Confirm on Cobo Guard that this invitation was initiated by you. Also, as a default governance policy, at least half of your organization admins must approve the invitation request on Cobo Guard.

Upon receiving the invitation, new members should create their own accounts and set up Cobo Guard as described in the previous sections.

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Add chains

View and manage the chains available for your organization:

1. Log in to Cobo Portal.
   • For testing purposes, use the development environment.
   • For production, use the production environment.
2. Click the profile icon at the bottom left, and then click Pricing Plans.
3. Navigate to Supported Chains and click the Chain Management icon.

4. On the Chain Management page, review the list of available chains. If the chains you need are not present, click Add Chains to include additional chains for your organization’s use.

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Make a deposit

1. Log in to Cobo Portal.
   • For testing, use the development environment.
   • For production, use the production environment.
2. Click > Custodial Wallets.
3. A default wallet is automatically created for you. You can also create a new one if needed.
4. Click the wallet you want to deposit into.
5. Locate the token you want to deposit into the wallet, and then click .

6. Click Copy Address to copy the deposit address.
7. Proceed to your preferred external wallet to initiate the transfer to the deposit address you have copied.

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Configure transaction policies

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Make a withdrawal

1. Log in to Cobo Portal.

   • For testing, use the development environment.
   • For production, use the production environment.

2. Click > Custodial Wallets.

3. Click the wallet from which you want to withdraw tokens.

4. Locate the token you want to withdraw, then click to open the Transfer dialog.

5. Fill in the required information, then click Submit.

6. Double confirm the withdrawal on Cobo Guard.

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View transaction details and status

After making a transfer to or from your Asset Wallets, you can view its transaction status in > Transaction History.

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What’s next

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Configure transaction policies

Setting up transaction policies is a crucial security measure that enables automated and controlled transaction approvals. To configure policies, see Configure transaction policies for detailed instructions.

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Configure governance policies and user roles

Setting up governance policies and user roles is essential for managing access control and security in your organization. For detailed instructions, see Set up governance policies and user roles.

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Integrate with our API

If you need programmatic access to manage your wallets, consider using Cobo’s WaaS 2.0 API. Our comprehensive developer guide will help you get started with the API integration.

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Implement security best practices

Follow our security checklist to ensure your organization is implementing our security best practices.

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Learn more

• Watch product video
• Visit official website
• Read product manuals