Wallets

In order to receive crypto securities during the settlement process, investors need wallets. Wallets are created for investors using the wallet endpoints.

Wallets can only be added to investors, if all relevant tax information is set on the investor. This does not apply for investors with legal persons marked as "custodian banks".

There are two different types of wallets:

• Generic wallets are created via the /eth-generic/ endpoint by providing an account address. An account address is always connected to a single investor identity. It cannot be shared between investors. An investor can have more than one generic wallet.

• Managed wallets are created via the /eth-managed/ endpoint. You do not need to provide an address for managed wallets because the address is created when you trigger the creation via the API. Investors can only have a single managed wallet. Managed wallets are provided by Cashlink as a regulated crypto custodian. This needs to be setup for your platform and investors need to accept the Cashlink custody terms and conditions, before you create a wallet via the API.

Please note that in order to create a wallet, the investor must have completed the KYC/AML process.