Welcome to the B21 Help Center

Help Topics

1.1.Signup #

STEP 1: Enter your Full name and your email ID

 

 

STEP 2: Create a Strong Password

(TIP – Use a combination of Alphabets, numbers and symbols)

 

 

STEP 3: Click on the “Confirm Email Address” link received in your mail

 

 

After email verification, click on “Next” button in the app –

 

 

STEP 4: Select your country from the drop down list and enter your Mobile number

 

 

(PRO TIP – You can also type in your country name to select the country code)

 

 

STEP 5: Enter the 6 digit code sent to your mobile

 

 

STEP 6: Read the Terms & Conditions and tap on the toggle to agree and proceed

 

 

 

1.2.Creating your portfolio #

STEP 1: Select the assets you want to include in your portfolio and tap on the “Save my portfolio” button

 

 

STEP 2: Tap on “Accept” to proceed with the allocation and Skip Step 3 and Step 4

(By default B21 divides the selected assets equally)

 

 

STEP 3: You can also tap on “Customize” to change the allocation in your portfolio.

  • Click on the “+” and “” signs to change the allocation
  • Click on the 🔓 icon to disable changes for the coin
  • Click on “Update my portfolio” after making the changes

 

 

STEP 4: Tap on “Accept” to proceed with the allocation

 

 

STEP 5: Tap on “Verify me now” to proceed for KYC verification

 

 

 

1.3.Personal Details & KYC #

STEP 1: Select your Country from the Drop down list

 

 

STEP 2: Enter your address

 

 

STEP 3: Select your source of funds from the menu

 

 

STEP 4: Confirm your name

 

 

STEP 5: Select DOB

 

 

STEP 6: Enter your Social Security Number

 

 

STEP 7: Select the Government ID and enter the number. Upload the required documents

2.1.1.Invest using Card #

STEP 1: Tap on “Invest now” button

STEP 2: Enter the Investment amount

 

 

 

STEP 3: Tap on “Card”

STEP 4: Select from your saved cards (Skip Steps 5 and Step 6), or tap on “Add New Card”

 

 

STEP 5: Enter your card details

 

 

STEP 6: Enter the code sent to your mobile

 

 

STEP 7: Check the Investment summary and Tap on “Invest Now”

 

 

Note – Usually your investment is credited immediately, but sometimes investments might take some time to get credited.
You will be notified via email after successful investment in your portfolio

2.1.2.Invest using Bank transfer (ACH) #

The automated clearing house (ACH) is an electronic funds-transfer system that facilitates payments in the U.S. Recent rule changes are enabling most credit and debit transactions made through the ACH to clear on the same business day.

With ACH, B21 users from the United States can with deposit and withdraw instantly with a very low fee

How to link your US bank account in B21 for faster processing using ACH :

 

STEP 1: Select Bank Transfer and then ACH from any of the following options – Invest now, Deposit to cash balance or Withdraw Cash balance

 

 

STEP 2: Select the “Add new bank transfer” option

 

 

STEP 3: Provide an account display name

 

 

STEP 4: Tap on “Continue”

 

 

STEP 5: Select your bank from the list

 

 

STEP 6: Enter your credentials and click on “Submit”

 

 

STEP 7: After successful registration, tap on “Continue”. Your Bank account is now linked with B21 for faster  deposit and withdraw using ACH

 

 

STEP 8: Tap the back button and select your Saved account

 

 

STEP 9: Click on “Confirm” from the Transaction Summary

2.1.3.Invest using Cash Balance #

STEP 1: Tap on “Invest now” button

 

 

STEP 2: Enter the Investment amount

 

 

STEP 3: Select Cash Balance

 

 

STEP 4: Edit the Investment amount if required

 

 

STEP 5: Check the Investment summary and Tap on “Confirm”

2.2.Customise your portfolio #

STEP 1: Tap on the Gear icon in the bottom pane and select “Investment Allocation”

 

 

STEP 2: Change the percentage allocation of the unlocked coins by using plus or minus buttons

  • Click on the “+” and “” signs to change the allocation
  • Click on the 🔓 icon to disable changes for the coin

 

 

STEP 3: Tap on the “tick mark” icon at the top right hand corner to save your changes

2.3.Buy Individual coins #

STEP 1: Tap on any coin on the dashboard and select “Buy Coin “

 

 

STEP 2: You will be presented with a screen depicting the rate of that coin, select “Buy Now”

 

 

STEP 3: Enter the amount you want to buy and toggle Cash balance switch if you want to use

 

 

STEP 4: Select the payment method if you want to invest using Card or Bank transfer (ACH)

 

 

STEP 5: Check the summary and tap on “Buy Now”

2.4.Selling Coins #

You can sell assets from your portfolio, the amount gets converted to “Cash Balance” which can be used for investments or withdrawn to your bank account

2.4.1.Selling Assets #

A portion from your portfolio will be sold. All coins will be sold proportionally for the selected amount

STEP 1: Tap on the Cash Balance on the dashboard and select “Sell from Portfolio”

 

 

STEP 2: Select “Sell Assets”

 

 

STEP 3: Enter the amount you want to withdraw from your portfolio and tap on “Next” and then “Confirm”

Pro Tip : You can toggle the switch “Withdraw all” and sell your complete portfolio to cash balance

2.4.2.Advanced Asset Sell #

You can choose and sell coins individually from your portfolio

STEP 1: Tap on the Cash Balance on the dashboard and select “Sell from Portfolio”

 

 

STEP 2: Select “Advanced Sell Assets”

 

 

STEP 3: Tap on the coin you wish to sell and enter coin quantity to sell

 

 

STEP 4: Tap on “Next” and Confirm your order

2.4.3.Sell individual coins #

STEP 1: Tap on any coin on the dashboard and select “Sell Coin”

 

 

STEP 2: Enter the coin quantity you want to sell. You can also toggle the switch to “Sell All”

 

 

STEP 3: Check the summary and tap on “Confirm”

3.1.Deposit using Bank Transfer #

STEP 1: Tap on the Gear icon in the bottom pane and select “Deposit to cash balance”

 

 

STEP 2: Enter the amount you want to deposit in Cash Balance

 

 

STEP 3: Select “Bank Transfer” as the investment method

 

 

STEP 4: Select service type from ACH, International wire or US Wire based on your jurisdiction

 

 

STEP 5: Deposit Payment Instructions with Bank details will be shown on the app and also sent to you via mail

 

 

STEP 6: Transfer the amount from your bank account to the bank details received on mail

(Note- Be sure to include the reference number)

(Note– Based on the bank transfer type selected, it might take upto 2 days for the deposit to credit to your account)

3.2.Withdraw to Bank account #

STEP 1: Tap on the Gear icon in the bottom pane and select “Withdraw Cash Balance”

 

 

STEP 2: Enter the Withdrawal amount and tap on “Next”
(Pro Tip : You can also toggle the “Use full cash Balance” switch to withdraw your complete cash balance)

 

 

STEP 3: Select “Bank Transfer” and then tap on the desired type based on your jurisdiction (ACH, Bank Transfer, US Wire)

 

 

STEP 4: Select from your saved Bank account (Skip Step 5), or tap on “Add New Bank Transfer”

 

 

STEP 5: Enter your bank details

 

 

STEP 6: Select the saved bank account

 

 

STEP 7: Check the withdraw summary and click on “Withdraw”

3.3.Using ACH #

The automated clearing house (ACH) is an electronic funds-transfer system that facilitates payments in the U.S. Recent rule changes are enabling most credit and debit transactions made through the ACH to clear on the same business day.

With ACH, B21 users from United States can with deposit and withdraw instantly with a very low fee

How to link your US bank account in B21 for faster processing using ACH :

 

STEP 1: Select Bank Transfer and then ACH from any of the following options – Invest now, Deposit to cash balance or Withdraw Cash balance

 

 

STEP 2: Select the “Add new bank transfer” option

 

 

STEP 3: Provide an account display name

 

 

STEP 4: Tap on “Continue”

 

 

STEP 5: Select your bank from the list

 

 

STEP 6: Enter your credentials and click on “Submit”

 

 

STEP 7: After successful registration, tap on “Continue”. Your Bank account is now linked with B21 for faster  deposit and withdraw using ACH

 

 

STEP 8: Tap the back button and select your Saved account

 

 

STEP 9: Click on “Confirm” from the Transaction Summary

4.1.Changing profile details #

Tap on the Gear icon in the bottom pane and select “Profile”

4.1.1.Change your email ID #

STEP 1: Tap on your email ID to go to change email ID screen

STEP 2: Enter your new Email ID and click “Done”

 

 

STEP 3: Confirm Edit Email

 

STEP 4: Click the link sent to your new email ID

4.1.2.Change your registered mobile number #

STEP 1: Tap on your Phone number to go to change mobile number screen

STEP 2: Enter your new Mobile phone number and click “Next”

 

 

STEP 3: Enter the 6 digit code sent to your new number and tap “Next”

 

 

 

4.2.Changing language #

B21 comes with 5 languages support and you can choose any of them by tapping the Gear icon in the bottom pane and selecting “Language”

4.3.Changing password #

STEP 1: Tap on the Gear icon in the bottom pane and select “Change Password”

 

 

STEP 2: Enter your current password, New password and Re-type your New password

 

 

STEP 3: Enter the verification code sent to your phone number

4.4.Get your profit and loss report #

B21 provides you with a Profit/Loss statement for the period you select. You can get it by tapping the Gear icon in the bottom pane and selecting “Profit/Loss Report”