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Creating your portfolio

Personal Details & KYC

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

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

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

1. Investing in portfolio 
   • Invest using Card
   • Invest using Bank transfer (ACH)
   • Invest using Cash Balance
2.  Customise your portfolio
3.  Buy Individual coins
4. Selling Coins
   • Selling Assets
   • Advanced Asset Sell
   • Sell individual coins

• Invest using Card
• Invest using Bank transfer (ACH)
• Invest using Cash Balance

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

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

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”

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

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”

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

• Selling Assets
• Advanced Asset Sell
• Sell individual coins

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

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

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”

1. Deposit using Bank Transfer
2. Withdraw to Bank account
3. Using ACH

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)

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”

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

1. Changing profile details
   • Change your email ID
   • Change your registered mobile number
2. Changing language
3. Changing password
4. Get your profit and loss report

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

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

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”

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”

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

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”