See the step-by-step guides on how to register, verify your identity, invest, and manage your account below. You can also find information about blockchain wallets and 2FA protection, as well as some troubleshooting advice. We hope our guidelines will be of great help to you and cover any questions you may have.
Still, if you have any further questions, please contact an Issuer Support Team. For Stobox, the investors can email us straight away.
Registration & signing in
How to create an account?
- your first and last name,
- your valid email address,
- select your country from the drop-down list of supported countries*,
- create a password according to the requirements below.
Make sure to double-check all the information before proceeding. The email address is your login name, and you will receive all codes, confirmations, and updates there.
How do I log in?
To sign in to your DS Dashboard account, go to the Dashboard page and follow the steps below.
How do I log in from a mobile device?
The login process is the same as on the desktop, except for not having a separate MetaMask connection option. It is hidden to save space on a smaller mobile device screen. Instead, you can use WalletConnect to connect your MetaMask or other supported wallets. See the complete list.
How do I connect my MetaMask wallet to the DS Dashboard?
It depends on your DS Dashboard device, i.e., if you sign in on a desktop, laptop, mobile phone, or tablet. The DS Dashboard determines the type of device by screen size. If your laptop screen is small enough, you will see the mobile wallet connection menu, where two options are available instead of four. It is hidden to save space on a smaller mobile device screen.
See the options below.
We recommend the MetaMask, and there is an option for it.
Now MetaMask informs you that the website can see address, account balance, and activity while it is connected and suggest transactions to approve. This permission is necessary to act on the DS Dashboard.
We recommend the MetaMask; however, if you don’t have a browser extension, there is an option for its app.
You can see a QR code to connect your MetaMask wallet.
The same works for other WalletConnect and Dashboard-supported wallets. See the full list.
This permission is necessary to act on the Dashboard.
How do I log in to the DS Dashboard with another Web3 wallet on the desktop?
There are two options:
How do I log in with the 2FA protection enabled?
To log in to the DS Dashboard with your 2FA protection enabled, you must use the Google Authenticator app on your mobile or the Authenticator extension in your Chrome browser to receive 6-digit codes.
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Identity verification
Are there any hints or tricks to submit my identity verification request faster?
If you know what information should be included, submitting an identity verification request is quite a quick process on the Dashboard. So we added a list of documents to submit for each type of investor.
Please note the below to save your time during the process. Remember that some of the requirements only apply to corporate or accredited investors.
- Your first and last names must match your government-issued identity verification document (passport, driving license, etc.). You will need to sign a Security Token Purchase Agreement with this name.
- Please enter the phone number in the international standard, including any extensions for your mobile operator or city.
- Enter dates in the format MM/DD/YYYY manually or browse the calendar widget.
- To save time indicating your country of residence or/and citizenship, city, and address, enter the first letter for them and choose appropriate options from a drop-down menu pulled up with the Google service. You can also enter the address manually.
- No spaces in the Zip/Postal code and Identity document number are allowed. Use only English capital letters, if there are any.
- Pay attention to the image requirements: format PNG or JPG, size between 2Mb and 10Mb.
- If you need to upload a file, make sure it is in PDF format, between 2 Mb and 10 Mb.
- Accredited individual and corporate investor. If you do not have any advisors, skip that section.
- Corporate investor. Enter your legal name and type of company in English, as shown in your corporate registration document.
- Corporate investor. The website is optional.
- Don't be in a hurry. Double-check any information that you enter. Allow your files a second to upload.
Why do I need a blockchain wallet? I am going to invest in USD.
You need a blockchain wallet for two reasons:
1. Security tokens exist on the blockchain. Hence, you need a blockchain wallet to store your security tokens, even if you pay for them in USD, EUR, or any other accepted currency.
2. You are the only person to control the private keys of your wallet, so the wallet address also serves as another way to identify you on the blockchain as a verified Dashboard account owner.
This is why we require your wallet address at the first step of the identity verification process.
See the guidelines about downloading a blockchain wallet, creating an address, adding the networks, etc., in our Blockchain Wallet section.
How do I know my investor type?
Different countries have different regulatory requirements, so to stay up-to-date with them, you should always check appropriate official sources and/or check with the Issuer.
Usually, registered individuals choose Individual Investor - Public Investor options.
Residents from certain countries, such as the U.S. or Canada, in most cases, can invest only if they are Accredited investors. Please refer to the Issuer's website for additional information.
See below our quick reference about who is considered an accredited investor in the USA. You are an accredited investor if:
- your income has exceeded $200,000 for the past two years;
- your joint income with a spouse has exceeded $300,000 for those years;
- you have the same expectation for the following year.
OR
You have an individual or joint net worth with your spouse that exceeds $1 million at the purchase, excluding the value of your primary residence.
OR
You comply with any other accredited investors' requirements. Please check your country's regulator’s website. For U.S. investors, see the SEC website.
How to verify identity as an individual investor?
- Blockchain wallet address (MetaMask, etc.) Why do I need a wallet to verify my identity?
- Photo of the first and second pages of the passport/front and back sides of your ID card/front and back sides of your driver's license.
- A selfie with a government-issued identity document.
⚠️ Use your own wallet address, NOT the exchange one; otherwise, you will fail to access your Dashboard account and will lose your security tokens. You do not have a private key from an exchange address. ⚠️ Enter the investment amount no less than the required minimum indicated on the Issuer’s website.
How to verify identity as an accredited investor?
- Blockchain wallet address (MetaMask, etc.) Why do I need a wallet to verify my identity?
- Photo of the first and second pages of the passport/front and back sides of your ID card/front and back sides of your driver's license.
- A selfie with a government-issued identity document.
- Personal details to submit to an accredited investor questionnaire.
- Proof of accredited investor status in the country of residence, e.g., tax filings or pay stubs, a letter from an accountant or employer confirming your actual and expected annual income, etc., in PDF format.
⚠️ Use your own wallet address, NOT the exchange one; otherwise, you will fail to access your Dashboard account and will lose your security tokens. You do not have a private key from an exchange address. ⚠️ Enter the investment amount no less than the required minimum indicated on the Issuer’s website.
How to verify identity as a non-accredited corporate investor?
- Blockchain wallet address (MetaMask, etc.) Why do I need a wallet to verify my identity?
- Photo of the first and second pages of the passport/front and back sides of your ID card/front and back sides of your driver's license.
- A selfie with a government-issued identity document.
- A PDF copy of one of the following documents: Power of Attorney / Charter / Contract or any other document to verify your rights as a company representative.
- Corporate Identity information, including the type of company and its registration number.
- A PDF copy of the following documents: Corporate structure and information on the beneficiaries, directors / Proof of source of funds / Proof of accredited investor status in the country of residence.
⚠️ Use your own wallet address, NOT the exchange one; otherwise, you will fail to access your Dashboard account and will lose your security tokens. You do not have a private key from an exchange address. ⚠️ Enter the investment amount no less than the required minimum indicated on the Issuer’s website.
How to verify identity as an accredited corporate investor?
- Blockchain wallet address (MetaMask, etc.) Why do I need a wallet to verify my identity?
- Photo of the first and second pages of the passport/front and back sides of your ID card/front and back sides of your driver's license.
- A selfie with a government-issued identity document.
- A PDF copy of one of the following documents: Power of Attorney / Charter / Contract or any other document to verify your rights as a company representative.
- Corporate Identity information, including the type of company and its registration number.
- A PDF copy of the following documents: Corporate structure and information on the beneficiaries, directors / Proof of source of funds / Proof of accredited investor status in the country of residence.
Tick the bullet points to confirm that you provide correct information, read and accepted the Privacy Notice, and consent to processing your personal data accordingly.
⚠️ Use your own wallet address, NOT the exchange one; otherwise, you will fail to access your Dashboard account and will lose your security tokens. You do not have a private key from an exchange address. ⚠️ Enter the investment amount no less than the required minimum indicated on the Issuer’s website.
You should also upload proof of accredited investor status in the country of residence here. Follow the instructions to upload the necessary documents in the next step.
What should I do if my passport or other personal data has changed?
Please wait for the compliance officer’s response.
Investing process
How to buy security tokens?
Using available payment options, you can purchase security tokens with crypto, e.g., USDT or BUSD, depending on the blockchain of the DS Dashboard, or with fiat, e.g., USD or EUR, using the bank wire transfer.
Check the Issuer’s website to see which type of payments they accept.
Alternatively, you can go directly to the Investment opportunities page and click the Invest button to proceed with the investing process.
It is only signed once after you have verified your identity. Depending on the Issuer’s choice, you will see one of the options available.
For the DocuSign option, you will be redirected to its page to read and sign the STPA or have a pop-up window with the STPA to sign. See the process here.
To sign the document inside the Dashboard, read the agreement and sign it at the bottom of the document.
- Double-check the name before signing.
- Use CAPITAL LETTERS only.
See below payment guide for all the options.
Crypto transfer [Atomic Swap on]
Once you complete the approval operation, the Confirm button [Step 2] becomes active.
Clicking this button will open a MetaMask wallet and allow you to send crypto to the Issuer. Note the gas fee.
You will be receiving emails about the status of your investment during the process.
Crypto transfer [Atomic Swap off]
This action will start a MetaMask wallet so you can send crypto to the Issuer. Note the gas fee.
You will be receiving emails about the status of your investment during the process.
Click it to see the confirmation.
You will be receiving emails about the status of your investment during the process.
Also, the balance of your security tokens is visible in your Dashboard account when you log in with your whitelisted wallet.
Can I pay for a security token in USD?
Yes, you can invest in security tokens using fiat money (USD or EUR) if your selected Issuer accepts it.
Please use the Bank wire transfer option during the investment process. See the investment procedure guideline above.
This option may seem easier; however, we would say it is more familiar. At the same time, it is quite a slow option because it depends on the bank transfer, their working days, etc., and can take up to 7 business days.
Still, for your convenience, we have this option, too, and working to increase investment options.
Are there any limits for purchasing security tokens?
Each Issuer company sets a maximum investment limit in its chosen currency equivalent to ensure compliance with international requirements. This limit shows the maximum amount you can invest in the Issuer company’s security tokens without an additional AML check.
You can also see a minimum investment limit, which shows the minimum amount required to invest in the Issuer company security tokens. You can't invest less than that.
Another kind of limits that you may see on the DS Dashboard are:
- the trading limit, e.g., how many security tokens you can purchase on the DS Swap or other trading platforms after the sale on the DS Dashboard is over or send directly to another whitelisted wallet address.
- the transactions limit, e.g., how many transactions (actions) for purchase/sale or sending operations you can do on the DS Swap or other trading platforms after the primary sale is over or send directly to another whitelisted wallet address.
See the trading limit under each token's name on the DS Dashboard's main page.
The Issuer may also revise the limits upon your request and after sending them additional information as per regulations.
To increase your limits, please see the post.
Where can I see my security tokens?
When you invest, your security tokens are sent to the wallet address you used during the identity verification process. If you forget it, check your email for notification about applying for identity verification. The wallet address you used is shown there.
Add the contract address of the security token to see them in your MetaMask wallet under the correct network and wallet address. Read more.
Another option is to log in to your DS Dashboard account under the correct network and wallet address and see them in the Quantity section under your selected security token on the main or My investments page.
How can I increase my maximum investment limit?
See the procedure to increase your maximum investment limit below.
How can I increase my secondary (trading) limit?
See the procedure to increase your maximum investment limit below.
How can I increase my transaction limit?
See the procedure to increase your maximum investment limit below.
Account & data management
Can I change the password of my DS Dashboard account?
Yes, you can.
Can I change the email address of my DS Dashboard account?
Yes, you can.
Where can I find my personal data?
You can find the personal details you provided during the identity verification process in your Dashboard's menu Personal details section.
Where can I find my documents?
You can find the personal details you provided during the identity verification process and the documents you uploaded in your settings.
Go to the menu on the top right of the Dashboard page and click Documents section.
How do I make a personal information request?
You can see how your personal information is processed and used at any time by checking the Privacy Notice at the bottom of the Dashboard.
If you need to know about it in more detail, please do not hesitate to contact the Issuer via the email address indicated in the Privacy Notice.
Can I delete my account?
Yes, you can. Delete your account anytime by going to the menu Account settings – Delete your account.
Helpful Hints
Blockchain Wallet
Download, install, and connect a blockchain wallet. Add addresses, networks, and tokens.
Troubleshooting
Find answers and solutions to the most common issues with the DS Dashboard and DS Swap.
2FA Protection
Enhance your DS Dashboard security. Add an additional layer of security, 2FA protection.