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Disabling cloud sync on your authenticator app
Cloud sync allows verification codes from apps like Google or Microsoft Authenticator to be accessible on multiple devices if you're logged into your third-party account. However, this poses a risk if your account is compromised. For added security, we recommend disabling cloud sync. Understanding cloud sync and its potential risks Authenticators (such as Google Authenticator) often have a cloud sync feature.Published on May 12, 2023Updated on Feb 12, 2026FAQ4,536How do I determine my company type and understand which documents I need to prepare?
Senior management: You can also approach senior executives or management personnel who have more in-depth knowledge of your institution's structure and operations. If necessary, you may also consider seeking advice from external legal counsel or consultants who specialize in corporate matters. Learn more about the types of institutions that are supported by us here.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ136What are Source of Funds (SoF) and Source of Wealth (SoW)?
SoF/SoW Document Type Description Salary Payslip Issued within the last 3 months Bank Statement Shows salary deposits/employment income (past 3 months) Tax Document Shows employment income (past 12 months) Letter of employment Issued within the last 3 months, with employment confirmation and salary details Others Issued within the last 3 months, with employment confirmation and salary/compensation details Business ownership Bank Statement Shows income payments (past 3 months) Tax Document Shows businessPublished on Dec 24, 2024Updated on Mar 27, 2026FAQ731What onboarding information is required for a fund?
including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ115Pay Passkey FAQ
You need to log into cloud services for backup during Passkey creation. Android users must log into a Google Play account. iOS users need to log into their iCloud account.Where can I manage the Pay Passkey? Head over to Settings > User Center > Security Settings > Passkey Management. Note: You can rename or delete Passkeys. You can't delete the last remaining Passkey.FAQ1. What system versions are supported by Pay Passkey? Recommended: iOS 16+ and Android 9+.Published on Feb 11, 2026Updated on Mar 11, 2026FAQHow do I manage my tax account and documents?
Where can I find my tax documents? On the web: Go to Assets > My Assets > Tax Center Tax center is one of the options in Assets > My assets On the app: Select Menu > Tax Center. Once generated, you can also download your full Transaction History for use with software like TurboTax. Navigate to the Tax Center by entering via the Menu optionWhy does my tax form show a different date than my local...Published on Nov 4, 2025Updated on Feb 13, 2026FAQWhat onboarding information is required for a family office?
Corporate officers: Persons with significant responsibility to control, manage, or direct the family office including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the Family Office.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ67What onboarding information is required for a Publicly Traded Company?
Corporate officers: Persons with significant responsibility to control, manage, or direct the publicly traded company including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the publicly traded company.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ76What onboarding information is required for a privately owned financial institution?
Corporate officers: Persons with significant responsibility to control, manage, or direct the privately owned financial institution including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the privately owned financial institution.Published on Oct 13, 2023Updated on Sep 27, 2025FAQ135What onboarding information is required for the non-profit organization (NPO)?
Corporate officers: Persons with significant responsibility to control, manage or direct the NPO including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions. Directors: Persons elected or appointed to serve on the board of directors of the NPO.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ71What onboarding information is required for the government-owned enterprise?
enterprise, including executive officers or senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other persons who regularly perform similar functions.Published on Oct 13, 2023Updated on Mar 19, 2026FAQ61What onboarding information is required for a privately owned company?
To register as a privately owned operating company, you need to provide the information of: At least one corporate officer/manager: Persons with significant responsibility to control, manage, or direct the privately owned company including executive officers, senior managers (for example, CEO, CFO, COO, Managing Member, General Partner, President, Vice President, or Treasurer), or any other person who regularly performs similar functions.Published on Oct 13, 2023Updated on Feb 12, 2026FAQ277How do I use a physical security key to protect my account?
While software-based options offer convenience, they also come with potential risks: Authenticator apps: if synced with cloud accounts (e.g., Google or Microsoft), losing access to the account could expose the authenticator.Published on Jan 10, 2025Updated on Feb 12, 2026FAQ17,704How do I create a DEX trading wallet?
With a DEX trading wallet, you don’t need to manage private keys or seed phrases, understand gas fees, or withdraw funds to an on-chain wallet. You can directly use your exchange balance to trade on-chain tokens. Passkey is used as the core authentication tool for signing transactions, managing your wallet, and recovering your account.What do I need to prepare before creating a Passkey wallet for CeDeFi trading?Published on Oct 1, 2025Updated on Nov 17, 2025FAQWhy am I asked to confirm my personal details again?
We may request you to update or verify the following information: Personal details: name, ID number, and date of birth Address information: address and proof of address (if applicable) Account purpose: how you use your account (for example, salary deposits, payments while traveling, money transfers, savings or others) This information helps us: Verify your identity and secure your account Prevent unauthorized access and financial fraud Maintain compliance with global financial regulations All yourPublished on Mar 19, 2025Updated on Oct 15, 2025FAQ138