Wallets
Choose between the built-in Assetera wallet and connecting your own external wallet, add a wallet by confirming ownership, and clear compliance screening before you can trade.
To hold and move assets on Assetera you need a wallet. There are two options, side by side; pick whichever suits you. Either way, wallet setup only opens once your identity verification is complete.
Wallet setup is KYC-gated, the same as trading. If you haven't finished verification yet, the wallet options stay locked. Finish KYC first.
Option 1: the Assetera wallet (built-in)
The Assetera wallet is created for you. No browser extension to install, no seed phrase to write down, no keys to manage: it's set up as part of your Assetera session and feels like part of the app. This is the simplest path and a good default if you're new to crypto wallets: you sign in the way you already do, and the wallet is just there.
Option 2: connect your own wallet
Prefer to bring your own? You can connect an external wallet you already control. The standard browser and mobile wallets are supported, including those reachable through common wallet-connect flows. You connect it the usual way (click connect, approve in your wallet) and keep full custody of your keys. Nothing about your external wallet is managed by Assetera; you just authorize it to interact with the platform.
Which should I choose?
Assetera wallet
Zero setup, nothing to install, managed for you. Best if you want the simplest experience.
External wallet
Bring your own wallet and keep your own keys. Best if you already run a wallet.
The two are mutually exclusive per session (one active wallet at a time), but both present the same experience to the rest of Assetera once connected. From there, trading and offers work the same regardless of which wallet backs them.
Adding a wallet
Whichever option you pick, a wallet has to clear two checks before you can trade with it: you prove you own it, and it passes a compliance screening. This happens once per wallet.
Connect. Connect the built-in wallet, or your own external wallet, from your dashboard.
Confirm ownership. You're asked to sign a short message with the wallet. Signing costs nothing and sends no transaction; it just proves the wallet is yours. The message reads:
By signing this message, I hereby confirm that I am the sole owner and have full control over this wallet address.
Screening. Assetera screens the address for compliance. This is usually quick. Until it clears, the wallet shows as pending and can't trade yet.
Approved. Once the wallet is approved, it's ready. It appears in your wallet list with an approved marker, and if it's your active wallet you'll see it flagged as such.
As a MiFID-regulated venue, Assetera must screen every wallet before it can trade. A wallet that is rejected or flagged as high risk stays blocked from trading. Only an approved wallet can place or settle orders.
How screening works
Each wallet moves through a small set of states. You only ever act on approved; the rest are informational.
| You see | Meaning | Can trade? |
|---|---|---|
| Pending | Ownership confirmed, screening in progress. | Not yet |
| Approved | Screening cleared. | Yes |
| Rejected | Screening flagged the address. | No |
| Blocked | Screening found a severe risk. | No |
Where your wallets live
Your approved and pending wallets are listed on your dashboard, under wallets. That list is your compliance record of screened wallets, not just whatever is connected in your browser right now, so it's the source of truth for what you can trade with. Your currently active wallet is highlighted in the list.
The built-in wallet keeps your login session and your wallet credential cleanly separated, so you don't need to think about the mechanics to use it. Integrators can find the developer view in Compliance API; this guide stays at the user level.