Manage live bank, crypto and card settings

Publish, rotate or retire the accounts investors pay into.

5 minAdvancedAdmin & operations

Narrated video coming to this lesson

The full written walkthrough below covers every step. Video walkthroughs are published track by track — start with the flagship lessons on the tutorials home page.

Step by step

  1. 1

    Open payment settings

    Admin → Markets → Payment settings holds every bank account, crypto address and card gateway configuration.

  2. 2

    Add or rotate an account

    Add the new record, verify it with a small test transfer, then mark it active. Only active records are shown to investors.

  3. 3

    Retire safely

    Deactivate rather than delete, so historical deposits stay reconcilable against the account they were paid into.

  4. 4

    Double-check crypto networks

    Address and network must match exactly. A wrong network label is the single most expensive mistake on this screen.