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Investor’s Guide

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?

1. Click the Register now link on the main page of the DS Dashboard.
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2. Submit necessary data.
  • 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.

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The country list may vary depending on the regulations that affect the Issuer and the FATF blacklisted countries updates. Read more
3. Go to your inbox to copy the confirmation code from a registration email.
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Emails sometimes go to the Spam/Junk folder, Promotions, or Update folders. Make sure to check them, too.
4. Paste the confirmation code on the next page and complete authorization.
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Done! You have registered and signed in.

How do I log in?

To sign in to your DS Dashboard account, go to the Dashboard page and follow the steps below.

1. Enter your registered email address and password.
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2. Check your inbox for a confirmation code. Copy and paste it to the DS Dashboard login page under the Confirmation code.
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Done! You have signed in.

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.

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For a better experience connecting the MetaMask mobile app, we recommend using the built-in MetaMask browser.

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.

Desktop/Laptop + MetaMask browser extension
1. After entering your login name (email), password, and the 6-digit 2FA code (if you have 2FA enabled), choose your supported wallet.

We recommend the MetaMask, and there is an option for it.

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2. Click the Confirm & sign in button to open your MetaMask extension.
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~ MetaMask may ask you to enter the password if it is your first login with it on that day. ~ Usually, MetaMask detects the last address you used to log in with (not necessarily to the Dashboard). ~ The correct network is detected automatically. ~ If the address or the network is wrong, you will see the error accordingly.
3. Click the Next button.

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.

4. Click the Connect button.

Done! You have signed in.
Mobile phone/Small laptops/Tablet + MetaMask app
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For a better experience connecting the MetaMask mobile app, we recommend using the built-in MetaMask browser.
1. After entering your login name (email), password, and the 6-digit 2FA code (if you have 2FA enabled), choose the WalletConnect option. We recommend the MetaMask; however, if you don’t have a browser extension, there is an option for its app.
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2. Click the Confirm & sign in button to open a WalletConnect pop-up window.
The image may differ if you use other mobile browsers.
The image may differ if you use other mobile browsers.
3. Click the Connect button to see the MetaMask pop-up window.
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~ MetaMask may ask you to enter the password if - it is your first login with it on that day, - you are using a different mobile browser, not a built-in MetaMask one. ~ Usually, MetaMask detects the last address you used to log in with (not necessarily to the Dashboard). ~ The correct network is detected automatically. ~ If the address or the network is wrong, you will see the error accordingly.
4. Now, MetaMask informs you that the website can see your address, account balance, and activity while connected and asks for your permission to connect to this site. This permission is necessary to act on the Dashboard.
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Done! You have signed in.
Desktop/Laptop + MetaMask app + any other supported mobile wallets
1. After entering your login name (email), password, and the 6-digit 2FA code (if you have 2FA enabled), choose the WalletConnect option.

We recommend the MetaMask; however, if you don’t have a browser extension, there is an option for its app.

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2. Click the Confirm & sign in button to open a WalletConnect pop-up window.

You can see a QR code to connect your MetaMask wallet.

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The same works for other WalletConnect and Dashboard-supported wallets. See the full list.

3. MetaMask pop-up message informs you that the website can see your address, account balance, and activity while connected and asks for your permission to connect to this site.

This permission is necessary to act on the Dashboard.

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4. Click the Connect button.
Done! You have signed in.

How do I log in to the DS Dashboard with another Web3 wallet on the desktop?

There are two options:

1. Import your other wallet’s address to MetaMask using a private key.

2. Use the WalletConnect option to
connect your mobile wallet app via the QR code option
QR code option of the WalletConnect on desktop/laptop
QR code option of the WalletConnect on desktop/laptop

connect your other wallet’s desktop version that is installed on your computer.
WalletConnect options for desktop versions of the Web3 wallets
WalletConnect options for desktop versions of the Web3 wallets

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.

1. On the DS Dashboard login page, enter your login name (email address) and password.

2. Enter the confirmation code from your email and the 6-digit 2FA code from your mobile app or extension in your Chrome browser.
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Done! You have signed in.

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.

  1. 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.
  2. Please enter the phone number in the international standard, including any extensions for your mobile operator or city.
  3. Enter dates in the format MM/DD/YYYY manually or browse the calendar widget.
  4. 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.
  5. No spaces in the Zip/Postal code and Identity document number are allowed. Use only English capital letters, if there are any.
  6. Pay attention to the image requirements: format PNG or JPG, size between 2Mb and 10Mb.
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Note that if you make a photo of your documents with an iPhone and have the pictures in their native HEIC format, renaming the format to JPG does not work. You need to convert it.
  1. If you need to upload a file, make sure it is in PDF format, between 2 Mb and 10 Mb.
  2. Accredited individual and corporate investor. If you do not have any advisors, skip that section.
  3. Corporate investor. Enter your legal name and type of company in English, as shown in your corporate registration document.
  4. Corporate investor. The website is optional.
  5. Don't be in a hurry. Double-check any information that you enter. Allow your files a second to upload.
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If the Continue button is greyed out, you missed some information. Please check and enter the missing details.

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.

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Security tokens are NOT common crypto. Read more about the difference in the example of our tokens.

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.

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It is prohibited to use an address from your crypto exchange account because you do not hold a private key for that address.

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?

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As an individual public investor, please have ready at hand:
  • 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.
1. Sign in to your DS Dashboard account and click the Start verification button on the main page.
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2. 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. Press the Continue button.
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3. Choose your type of investor and click the Continue button.
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Click the Individual investor box to open further options. Usually, registered individuals choose Individual investor - Public investor options.
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Residents from certain countries, such as the U.S. or Canada, can invest if they are accredited investors only. Please refer to the Issuer's website for additional information.
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4. Add your wallet address under Blockchain wallet details, the number of security tokens you intend to purchase, and the currency you will use for investing under Investment details. Need help finding the wallet address in MetaMask?

⚠️ 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.

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The line Please indicate if you are an existing security token holder or associated with the company refers to the cases when you need to update your details or if you are part of the Issuer's team. This option puts a zero on the Investment size field and allows you to proceed.
5. Enter your details on the next screen.
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6. Next step of the verification process assumes uploading copies of your government-issued documents that prove your identity.
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Make sure your document files correspond to the requirements.
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7. In the last step, read the statements, confirmations, and declarations. To complete your identity verification process, you should accept all of them.
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Your details and a copy of the documents have been sent to the Issuer's compliance manager. You will receive a confirmation email once your identity is verified.

How to verify identity as an accredited investor?

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As an individual accredited investor, please have ready at hand:
  • 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.

1. Sign in to your DS Dashboard account and click the Start verification button on the main page.
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2. 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. Press the Continue button.
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3. Choose your type of investor and click the Continue button.
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Click the Individual investor box to open further options.
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Residents from certain countries, such as the U.S. or Canada, can invest if they are accredited investors only. Please refer to the Issuer's website for additional information.
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4. Add your wallet address under Blockchain wallet details, the number of security tokens you intend to purchase, and the currency you will use for investing under Investment details. Need help finding the wallet address in MetaMask?

⚠️ 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.

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The line Please indicate if you are an existing security token holder or associated with the company refers to the cases when you need to update your details or if you are part of the Issuer's team. This option puts a zero on the Investment size field and allows you to proceed.
5. Enter your personal details and address, submit an accredited investor questionnaire, and provide proof of accredited investor status in the country of residence on the next screen.
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6. This step of the verification process assumes uploading copies of your government-issued documents that prove your identity.
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Make sure your document files correspond to the requirements.
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7. In the last step, read the statements, confirmations, and declarations. To complete your identity verification process, you should accept all of them.
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Your details and a copy of the documents have been sent to the Issuer's compliance manager. You will receive a confirmation email once your identity is verified.

How to verify identity as a non-accredited corporate investor?

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As a non-accredited corporate investor, please have ready at hand:
  • 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.
1. Sign in to your DS Dashboard account and click the Start verification button on the main page.
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2. 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. Press the Continue button.
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3. Choose your type of investor and click the Continue button.
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Click the Corporate investor box to open further options.
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Residents from certain countries, such as the U.S. or Canada, can invest if they are accredited investors only. Please refer to the Issuer's website for additional information.
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4. Add your wallet address under Blockchain wallet details, the number of security tokens you intend to purchase, and the currency you will use for investing under Investment details. Need help finding the wallet address in MetaMask?

⚠️ 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.

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The line Please indicate if you are an existing security token holder or associated with the company refers to the cases when you need to update your details or if you are part of the Issuer's team. This option puts a zero on the Investment size field and allows you to proceed.
5. Enter your details and the address, and attach a copy of the Power of Attorney/Charter/Contract, i.e., documents to verify your rights as a company representative.
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Make sure your document files correspond to the requirements.
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6. This step of the verification process assumes uploading copies of your government-issued documents that prove your identity.
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Make sure your document files correspond to the requirements.
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7. This step needs you to confirm your corporate identity.
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8. This step provides us with more detailed information about the company and its structure. Follow the instructions to upload the necessary documents in the next step.
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Make sure your document files correspond to the requirements.
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9. In the last step, read the statements, confirmations, and declarations. To complete your identity verification process, you should accept all of them.
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Your details and a copy of the documents have been sent to the Issuer's compliance manager. You will receive a confirmation email once your identity is verified.

How to verify identity as an accredited corporate investor?

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As an accredited corporate investor, please have ready at hand:
  • 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.
1. Sign in to your Dashboard account and click the Start verification button on the main page.
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2. Press the Continue button.

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.

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3. Choose your type of investor and click the Continue button.
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Residents from certain countries, such as the U.S. or Canada, can invest if they are accredited investors only. Please refer to the Issuer's website for additional information.
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4. Add your wallet address under Blockchain wallet details, the number of security tokens you intend to purchase, and the currency you will use for investing under Investment details. Need help finding the wallet address in MetaMask?

⚠️ 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.

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The line Please indicate if you are an existing security token holder or associated with the company refers to the cases when you need to update your details or if you are part of the Issuer's team. This option puts a zero on the Investment size field and allows you to proceed.
5. Enter your details and the address, and attach a copy of the Power of Attorney/Charter/Contract, i.e., documents to verify your rights as a company representative.
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Make sure your document files correspond to the requirements.
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6. This step of the verification process assumes uploading copies of your government-issued documents that prove your identity.
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Make sure your document files correspond to the requirements.
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7. Confirm your corporate identity and submit a corporate accredited investor questionnaire.
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The questionnaire below is intended for U.S. corporate accredited investors. Alternatively, please contact the Issuer for their questionnaire and act accordingly.
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8. Provide us with more detailed information about the company and its structure.

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.

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Make sure your document files correspond to the requirements.
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9. In the last step, read the statements, confirmations, and declarations. To complete your identity verification process, you should accept all of them.
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Your details and a copy of the documents have been sent to the Issuer's compliance manager. You will receive a confirmation email once your identity is verified.

What should I do if my passport or other personal data has changed?

1. Sign in to your DS Dashboard account and go to Settings - Personal details section on the top right menu.
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2. In the Personal details, scroll down the page and click the Update identity verification button to go through the identity verification process.
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See the guidelines for different investor types above.
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3. Submit your identity verification request with the updated details.

Please wait for the compliance officer’s response.

Investing process

How to buy security tokens?

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To buy security tokens, you must have your identity verified.

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.

1. Click the Invest button on the main page of the DS Dashboard. It will bring you to the currently active offering on the Investment opportunities page. Click the Invest button to proceed with the investing.

Alternatively, you can go directly to the Investment opportunities page and click the Invest button to proceed with the investing process.

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Sometimes, you can come across the pop-up message shown below at this moment. It is shown if your investment arrives when the fundraising is about to be finished. If this is the case, the Issuer will send you the investment back and inform you about it via email to explain the reason for its rejection. Please click the Yes, I agree button to proceed with the investment process.

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2. Enter the number of security tokens you want to buy.
See the investment steps on the left pane.
See the investment steps on the left pane.
3. Read and sign the Security Token Purchase Agreement, aka STPA.

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.

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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.

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Sign the Security Token Purchase Agreement with the same name you indicated during the identity verification process.
  • Double-check the name before signing.
  • Use CAPITAL LETTERS only.

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You will receive a PDF copy of the STPA to your registered email address and in the Dashboard account.
4. Choose your preferred payment method among the supported ones: crypto or bank wire transfer.

See below payment guide for all the options.

Crypto transfer
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Crypto transfer [Atomic Swap on]

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The Atomic Swap option works for crypto payments only. If enabled, investors receive their security tokens immediately after the payment.
1. Make sure you choose your preferred crypto from available options, USDT in our case.
Click the Approve button [Step 1] to allow the security token smart contract to interact with your wallet address. It is necessary to proceed and invest and receive security tokens automatically. Note the gas fee.
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You can't amend the amount at this point. If you made a mistake, click the Investment opportunities link on top and start the process again.

Once you complete the approval operation, the Confirm button [Step 2] becomes active.

The screenshot below is taken from the test environment of one of our STO clients since Stobox does not use Atomic Swap on its Dashboard.
The screenshot below is taken from the test environment of one of our STO clients since Stobox does not use Atomic Swap on its Dashboard.
2. Make a final confirmation about your investment intention by clicking the Confirmation button on the pop-up message.
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Clicking this button will open a MetaMask wallet and allow you to send crypto to the Issuer. Note the gas fee.

3. Once the blockchain transaction is confirmed, security tokens will be sent to your whitelisted wallet address automatically.

You will be receiving emails about the status of your investment during the process.

Crypto transfer [Atomic Swap off]

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If the Atomic Swap is off, you place an investment request, and the Issuer approves it and sends you security tokens.
1. Make sure you choose your preferred crypto from available options, ETH in our case, and click the Confirm button.
Stobox’s crypto investment option. There is no Approve button. You send crypto to the Issuer and wait for them to approve your investment request manually
Stobox’s crypto investment option. There is no Approve button. You send crypto to the Issuer and wait for them to approve your investment request manually
2. Once you choose the crypto to pay with, click the Confirm button, followed by the Confirmation button on a pop-up message.
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This action will start a MetaMask wallet so you can send crypto to the Issuer. Note the gas fee.

3. Once the blockchain transaction is confirmed. The Issuer receives your crypto to their wallet address.

4. Upon the Issuer’s approval, your security tokens will be sent to you.

You will be receiving emails about the status of your investment during the process.

Bank wire transfer
1. For a bank wire transfer, choose the Bank wire transfer option accordingly.
Bank wire transfer option
Bank wire transfer option

2. Click the Generate invoice button to generate an invoice in PDF format and send it to your registered email address. Also, the Next step button will become active.

Click it to see the confirmation.

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3. The last step is to confirm your obligation to pay that invoice.
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4. Upon the Issuer’s approval, your security tokens will be sent to you.

You will be receiving emails about the status of your investment during the process.

5. When you receive a notification about your investment process being completed and security tokens sent to you, import the security token’s address to your MetaMask, so you see your balance. Read more.

Also, the balance of your security tokens is visible in your Dashboard account when you log in with your whitelisted wallet.

Congratulations on your investment!

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.
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You can see your current limits on the DS Dashboard's main page after you verify your identity.

See the trading limit under each token's name on the DS Dashboard's main page.

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The maximum investment limit is indicated in the fiat currency equivalent (USD or EUR), and the trading limit is shown in security tokens.
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You can see here that you can invest up to 10,000.00 USD in total but at least 1,000.00 USD at a time.

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.

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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.

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Note: The DS Dashboard does not store your security tokens or crypto. Your balance is reflected here when you connect your wallet to the DS Dashboard during the login process.

How can I increase my maximum investment limit?

See the procedure to increase your maximum investment limit below.

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Please note: You can not submit a new request while the previous one is under consideration.
1. Click the Increase your limits button on the Dashboard main page.
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2. See the Primary investment limit at the top of the page.
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3. Click the Increase my limit button.

4. See the current limit indicated in the window.

5. Enter your new limit.
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Note: you must enter your new limit, not the additional amount only. For example, if you have the current limit of $5000 and want to increase it by another $2000, you should enter $7000.
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6. Make sure to upload additional documents where needed. For example, if your new limit is higher than allowed by the international Anti-Money Laundering (AML) regulations, you need to attach proof of the source of funds. A compliance manager can contact you via email to request it where applicable.
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You can also add a comment. It is optional. However, the compliance manager can ask you questions via email if necessary. So please check your email.

7. Click the Submit request button.

8. Wait for the compliance manager to review your provided information. You will receive a confirmation email once your limit is updated.

How can I increase my secondary (trading) limit?

See the procedure to increase your maximum investment limit below.

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Note: You can not submit a new request while the previous one is under consideration.
1. Click the Increase limits button on the DS Dashboard main page.
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2. See the Trading limit in the middle of the page. You might need to select the security token.
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3. Click the Increase my limit button.

4. See the current limit indicated in the window.

5. Enter your new limit.
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Note: you must enter your new limit, not the additional amount only. This limit is for a number of security tokens and not its fiat equivalent. For example, if you have the current limit of 1000 and want to increase it by another 500, you should enter 1500.
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6. Make sure to upload additional documents where needed. For example, if your new limit is higher than allowed by the international Anti-Money Laundering (AML) regulations, you need to attach proof of the source of funds. A compliance manager can contact you via email to request it where applicable.

7. You can also add a comment. It is optional. However, the compliance manager can ask you questions via email if necessary. So please check your email.

8. Click the Submit request button.

9. Wait for the compliance manager to review your provided information. You will receive a confirmation email once your limit is updated.

How can I increase my transaction limit?

See the procedure to increase your maximum investment limit below.

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Please note: You can not submit a new request while the previous one is under consideration.
1. Click the Increase limits button on the Dashboard main page.
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2. See the Transaction limit at the top of the page.

3. Click the Increase my limit button.

4. See the current limit indicated in the window.

5. Enter your new limit.
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Note: you must enter your new limit, not the additional amount only. For example, if you have the current limit of 100 and want to increase it by another 100, you should enter 200.
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6. Make sure to upload additional documents where needed. For example, if your new limit is higher than allowed by the international Anti-Money Laundering (AML) regulations, you need to attach proof of the source of funds. A compliance manager can contact you via email to request it where applicable.

7. You can also add a comment. It is optional. However, the compliance manager can ask you questions via email if necessary. So please check your email.

8. Click the Submit request button.

9. Wait for the compliance manager to review your provided information. You will receive a confirmation email once your limit is updated.

Account & data management

Can I change the password of my DS Dashboard account?

Yes, you can.

1. Go to the menu on the top right of the DS Dashboard page. Click the Settings - Account settings and go to the Password section.
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2. Click the Edit button.
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3. Enter your current account password.

4. Enter your new account password.

5. Click the Proceed button.

6. Enter the confirmation code sent to your registered email address and the 2FA code if you have it enabled.
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Note that the confirmation code is valid for 2 minutes for security reasons. You can request another code if it is expired by clicking the Resend link. The 2FA code is required only if you have it enabled and is valid for 30 seconds.
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7. Click the Proceed button.

Done! You have successfully changed your account password.

Can I change the email address of my DS Dashboard account?

Yes, you can.

1. Go to the menu on the top right of the DS Dashboard page. Click the Settings - Account settings and go to the Email section.
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2. Click the Edit button.
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3. Enter your new email address and click the Proceed button.
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4. Enter the confirmation codes from your current and new email addresses. If you have 2FA enabled, you must also enter the 2Fa code.
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Note that the confirmation code is valid for 2 minutes for security reasons. You can request another code if it is expired by clicking the Resend link. The 2FA code is required only if you have it enabled and is valid for 30 seconds.
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5. Click the Proceed button.

Done! You have successfully changed the email address of your account.

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.

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Important notice! Please be advised that after deleting the account, we will keep certain information (e.g., financial operations data) about you for the terms in volume and purpose prescribed by the GDPR and clause 17-16-1601 (c) of Article 16 of the Wyoming Business Corporation Act.

Helpful Hints

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Blockchain Wallet

Download, install, and connect a blockchain wallet. Add addresses, networks, and tokens.

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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.

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Definitions

Tokenization and blockchain vocabulary.