A vault is a logical container that groups related wallets together. You must create at least one vault before you can create any wallets.
Plan your vault structure first
Wallets cannot be moved between vaults after creation, and vaults cannot be renamed or deleted. Consider how you want to organize your wallets before you start.
You can organize vaults however you like. A common pattern uses three vaults to separate funds by purpose:
- Treasury vault — Holds long-term organizational funds. Wallets in this vault only transact with wallets in the Outbound vault. No API credentials have access to this vault, which limits exposure.
- Outbound vault — Holds funds earmarked for external transfers. Wallets receive funds from the Treasury vault and send to external addresses. API credentials can access these wallets for programmatic transfers.
- Customer vault — Holds funds on behalf of customers in omnibus-style wallets. These wallets receive deposits from customers and process withdrawals. API credentials can access these wallets for sweep operations.
Start simple in sandbox
For sandbox testing, a single vault is enough to get started. You can create additional vaults at any time.
- Navigate to Vaults in the sidebar and click Create vault.
- Enter a name that identifies the vault's purpose (for example, "Treasury" or "Sandbox Testing"). Maximum 50 characters.
- (Optional) Enter a description that explains what the vault is for and what types of wallets it holds. Maximum 100 characters.
- (Optional) Enter a Correlation ID or External ID if you use external tracking systems.
- Click Create vault.
The vault appears in your vault list and is ready for wallets.
Create a wallet inside your new vault: