Before You Start
Make sure you:
Have an active Digital Banking account
Are logged into the Digital app (mobile or web)
Meet eligibility requirements for digital asset services
Step 1: Go to Digital Assets
From the main dashboard, select “Digital Assets”.
You’ll see the Digital Assets splash screen.
Step 2: Complete Identity Verification
You’ll need to:
Enter personal info (name, address, DOB)
Provide your Social Security Number (or equivalent)
Upload/confirm a government-issued ID
Complete verification questions or a liveness check
✅ KYC must be complete before creating your wallet. Verification may be instant or require review.
Step 3: Accept Terms & Conditions
Read the Terms & Conditions carefully
Select “Accept” to continue
Required to proceed with wallet creation and crypto services.
Step 4: Create Your Wallet
Tap “Receive” to start wallet creation
Set a secure PIN (min. 4 digits) and confirm it
🔒 Keep your PIN safe—it’s needed for all wallet actions.
Step 5: Brokerage Account Setup
Account creation with the brokerage partner will start automatically
Review and accept required documents:
Customer agreements
Risk disclosures
Trading authorizations
Step 6: Final Disclosures
Review info on:
Digital asset risks
Market volatility
Custody & security practices
Select “Accept” to complete onboarding
Step 7: Confirmation
Once done:
Your embedded wallet is active
You can:
Buy crypto or stocks (if funded and eligible)
Use wallet features in Digital Assets
Need Help?
Check that all fields and acknowledgments are complete
Contact customer support through the Digital platform if you run into issues