# Adding Cash Account

<figure><img src="/files/Hse6N16n4aQlHDQuTLhn" alt=""><figcaption></figcaption></figure>

The **Cash Accounts** section allows users to link bank accounts or crypto wallets to their identities.

These accounts are used for:

* Receiving distributions
* Processing redemptions
* Receiving return of capital
* Handling exit proceeds

To access this page:

1. Go to **Cash Accounts** from the left sidebar.
2. Select the identity for which you want to add or manage a cash account.

## Manage Cash Accounts

The page is divided into two sections:

* Select Identity (Left panel)
* Cash Account Details (Right panel)

### Select Identity

On the left side, all available identities are listed.

Each identity shows:

* Name
* Identity Type (Individual or Entity)
* Entity Type (if applicable)
* Country (if available)

Click on the identity to add or update cash account details.

## Cash Account Types

Cash accounts can be added under two categories:

1. Crypto
2. Banking (Fiat)

## Crypto Account

Under the **Crypto** section, users can add a wallet for stablecoin distributions.

#### Required Fields:

* Asset Type (USDC or USDT)
* Network (e.g., Ethereum Mainnet)
* Wallet Address

Ensure that:

* The selected asset matches the intended distribution currency.
* The network is correct (incorrect networks may result in loss of funds).
* The wallet address is accurate.

After entering the details, click **Update Crypto Account** to save.

## Banking (Fiat) Account

Under the **Banking** section, users can add a traditional bank account.

#### Required Fields:

* Asset Type (USD)
* Type of Bank Account (Domestic US or International)
* Method (ACH or Wire)

### Account Details

Users must enter:

* Account Number
* Routing Number (for domestic accounts)
* Bank Name
* Bank Address
* Beneficiary Name
* Beneficiary Address
* Beneficiary Phone Number
* Memo (Optional)

All information must match official bank records to prevent transfer failures.

### Domestic vs International

#### Domestic US

* Typically requires Routing Number
* Supports ACH or Wire

#### International

* May require SWIFT/BIC codes
* Wire transfers are typically used

### Saving Cash Account

After completing all required fields:

1. Click **Save Banking Account**.
2. The account will be linked to the selected identity.

An identity can have multiple cash accounts if needed.

### Important Notes

* Cash accounts are identity-specific.
* Distribution payments will be sent to the selected cash account.
* Incorrect banking or wallet details may result in delays or failed transfers.
* Crypto accounts must match the network used for distribution.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.allocations.com/brokerage-and-cash-accounts/adding-cash-account.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.