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Getting Started

  • Introduction
  • Platform Intro
  • Support
    • Ticketing System
  • Partner Portal
    • User Management
    • Customers Resource
  • Platform Status

Developer tools

  • Sign into the Sandbox
  • Generate API key pair
  • Authenticate to the API
  • Security Considerations
  • Sandbox vs Production

platform Overview

  • Transfer Process
  • Trade Process
  • Settlement Process
    • Crypto Trade Settlement
    • Fiat Transfer Settlement
    • Book Transfer Settlement
  • Plaid Integration
  • Limits and Minimums
  • Deposit Integrity
  • Assets
  • Rails
  • File Upload
  • Webhooks

Bank management

  • Creating Accounts
  • Add Bank Accounts
  • Reserve Account

Customer management

  • Creating a Customer
  • Verifying a Customer
  • KYC Process & Review
  • Integrating Persona
  • Integrating Plaid Link
  • Creating Accounts
  • Add Bank Accounts
  • Verifying Bank Accounts
  • Add External Wallets
  • Funding Accounts
  • Capturing SSN/SIN
  • Deposit Bank Accounts

Trades & transfers

  • Trade Fees
  • Generate Quote
  • Smart Order Router
  • Execute Trades
  • Exit Trades
  • Book Transfers
  • Instant Funding
  • Withdraw Crypto
  • Transfer Participants
  • Crypto Cold Storage

Counterparty Management

  • Counterparties
  • Creating a Counterparty
  • Verifying a Counterparty

Lightning Network

  • Send Payment
  • Receive Payment
  • Cancel Payment

Demo App

  • Hosted Demo App
  • Clone Web repo
  • Configure App
  • Run App
  • Configure Routing

Finance

  • Billing
  • Pricing
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Billing

For specific billing-related inquiries, kindly direct your email to our finance team at [email protected].

Updated 3 months ago