What's the correct order of operations to collect wallet addresses from stakeholders?

Request the wallet provider being used by each of your stakeholders
Ask your stakeholders what wallet provider they will be using to receive their tokens (most customers will use a Google Form for this). Once you have the list of wallet providers, we can help you identify which stakeholders need to provide a wallet address directly.

• If using a custodian (e.g., Anchorage Digital, Coinbase Prime):

  • Stakeholders must provide their destination wallet address directly to you to upload with their token grant details.

  • Since you'll manually handle their wallet address registration, we strongly recommend sending a test transaction through our app to verify the wallet address once the grant is uploaded to the platform. Your onboarding manager can assist with this process when you're ready.

• If using a wallet provider that connects to a dApp (e.g., Gnosis Safe, Metamask, Rabby, Fireblocks, Anchorage Porto, Coinbase web3 wallet, etc.):

  • You will only need the stakeholder's email address for their token grant setup (i.e, not their wallet address).

  • You'll upload their token grant with the email address, and you can then send an email invite via Liquifi for them to connect their wallet address directly.

    • You can share this article directly with your stakeholders on how to set up their account using their email invite.

Proceed with creating your token grants.