How to create Cash Accounts?

Step 1:

On the Allocations Dashboard, click on "Cash Accounts" on left-hand side menu (as shown in the image above). A new section will open with an option to select the "Identity" you want to use for opening the Cash Account, and select your preferred Identity.

Step 2:

Investor gets 2 types of Cash Accounts i.e,

• Banking based

• Crypto based

For Banking-based cash accounts, managers need to add the following information:

• Type of Bank Account:

  • Domestic US

  • International

• Transaction method:

  • Wire

  • ACH

For crypto-based cash accounts, managers need to add the following information:

• Asset Type:

  • USDC/USDT (The type of stablecoin you want to submit)

• Wallet Address:

  • The address that will be used to submit the stablecoins.