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Create an Exchange Vault

Users can add multiple exchange accounts within Fordefi. If the exchange vault includes sub-accounts, these become visible and manageable in Fordefi, too. See Work with Exchange Sub-accounts for more information.

  1. Open the Fordefi web console and click Connected Accounts. In the screen that appears, click the Exchanges tab.

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  2. Click + Exchange vault.

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    Provide details for the exchange vault:

  3. If you selected Coinbase as the exchange, click Next, otherwise skip this step.

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    Select a portfolio.

  4. Click Create.