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Documentation

Creating a Wallet

You can create a wallet within the Client Portal for a business or personal contact.

  1. Sign in as described in Accessing the Client Portal and navigate to Wallets > Accounts.

    The Wallets page appears.

    create-wallet-flow-1.png
  2. Select Create Wallet.

    The Create wallet menu appears.

    create-wallet-flow-2.png
  3. Select Business wallet or Personal wallet.

    The corresponding dialogue box appears.

Creating a Personal Wallet
  1. Complete the fields in the Wallet Details section:

    • Wallet name - Name of the wallet

    • First Name - First name of the primary wallet contact.

    • Last name - Last name of the primary wallet contact.

    • Email - email of the wallet contact.

    • Country Code - Short numeric code to identify a specific country used for communications.

    • Mobile Number - phone number of the contact.

    • Contact Reference ID - Unique identifier of the contact.

    • Country - Country of the contact.

    • Date of Birth - Date of birth of the contact.

    • Gender - Gender of the contact.

    • Nationality - Nationality of the contact.

    • Identification Type - Document verifying the identity of the contact.

    • Identification Number - Number associated with your identification document (license, passport, visa, etc.)

      create-wallet-flow-3.png
  2. Select Contact address.

    The contact address fields appear.

  3. Complete the contact address fields.

    Note: Contact Required Fields - The Name, Country, and Street Address 1 are required fields when creating a Wallet in the Client Portal.

  4. Click Create Wallet.

    The create wallet dialogue box appears.

    create-wallet-flow-4.png
Creating a Business Wallet
  1. Complete the fields in the Wallet Details section:

    • Wallet name - Name of the wallet

    • Company name - Name of the company

    • Email - email of the wallet contact.

    • Country Code - Short numeric code to identify a specific country used for communications.

    • Mobile Number - phone number of the contact.

      create-wallet-flow-5.png
  2. (Optional) Complete the fields in the Business Details section:

    • Name - name of the business.

    • Registration number - unique number associated with the company registration.

    • Date of establishment - date of the company registration.

    • Entity type - type of business entity.

  3. Complete the fields in the Contact Details section:

    • Contact Reference ID - Unique identifier of the contact.

    • First Name - First name of the primary business contact.

    • Last name - Last name of the primary business contact.

    • Email - email of the primary business contact.

    • Country - Country of the contact.

    • Date of Birth - Date of birth of the contact.

    • Gender - Gender of the contact.

    • Nationality - Nationality of the contact.

    • Identification Type - Document verifying the identity of the contact.

    • Identification Number - Number associated with your identification document (license, passport, visa, etc.)

  4. Select Business Contact Address. The contact address fields appear.

    Note: Business Contact Required Fields - The Name, Country, and Street Address 1 are required fields when creating a Wallet in the Client Portal.

  5. Complete the contact address fields.

  6. Click Create Wallet.

    The create wallet dialogue box appears.

    create-wallet-flow-6.png