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Work with Custody Vaults

After you connect a Paxos custody account, each connected Paxos profile appears as a custody vault in the Custody tab of the Connected Accounts screen.

Vaults in lists

Each profile can be created as a vault only once. Profiles that already linked to vaults do not appear in the list.

Custody tab in the Connected Accounts screen

The Custody tab lists every custody vault in your organization, showing:

  • Name: The vault name you set when connecting the profile
  • Custodian: The custody provider (Paxos)
  • Balance: The custody vault's total balance
  • Assets: The assets held in the custody vault
  • Groups: The vault groups the custody vault belongs to

To find a custody vault, search by vault name or click Filters.

Pending custody vaults

A clock icon next to a custody vault's name means it is waiting for admin quorum approval. Until it's approved:

  • Its balance and assets appear as a dash.
  • It isn't added to its vault groups.

Abort a pending connection

  1. In the Custody tab, click the kebab menu (⋮) on the pending custody vault's row.
  2. Select Abort.
  3. In the Abort custody connection dialog, click Yes to confirm.

View a single custody vault

Click a custody vault's name to open its page. The page has the same layout as an exchange vault page and shows:

  • Account type: The custody provider (Paxos).
  • Groups: The vault groups the custody vault belongs to.
  • API Credentials Client ID: The Client ID of the Paxos API credential used for this custody vault.
  • Total balance: The custody vault's balance, broken down by asset.
  • Assets and Transactions tabs.
Custody vault page

The Transactions tab shows only transactions made through Fordefi. Deposits and transfers made outside Fordefi don't appear.

Manage custody vaults

Only admins can manage custody vaults.

Edit vault groups

  1. In the Custody tab, click the kebab menu (⋮) on the custody vault's row.
  2. Select Edit vault groups.
  3. Choose the groups and save.

Learn more about vault groups.

Disconnect a custody vault

You can't archive a custody vault. Instead, you disconnect it, the same way you remove an exchange account. Your assets remain in custody at Paxos.