Set up your account

Our customers are required to fill out the forms on the settings page and choose some default options for currencies and settlements before processing transactions.

Your Beta dashboard is a focal place where you can create orders, monitor past orders, and insert your account details, including your bank account, for settlement purposes.

To create a new account and have access to the dashboard, click here.

Access the Dashboard, then select Create an account. You also may be able to change your preferred language on the top-right switcher.

You will be prompted to create an account using an e-mail and password or use any of the available social connections, such as Google, Facebook, or Salesforce.

You may have received an e-mail with the title "Verify your e-mail", and you must click on the link provided to proceed with the onboarding process. In some cases, this e-mail could be delivered in your spam folder.

Onboarding information

After you validate your e-mail, you will need to sign in to the Dashboard and continue the onboarding process by providing more information about yourself and/or your business.

We will ask for the following information at this stage:

Customer type: If you plan to use our platform to process transactions for your company, you must select the Business option. Otherwise, choose the Individual option If you just want to trade crypto assets.
Account information: You need to fill out your company's or personal information for our KYC process.
Upload Documents: Beta requires all its users to upload their company's or personal documents and have them validated before receiving a settlement. However, you will be able to start processing transactions for test purposes without sending the documents on this step. Your lifetime operational limit will be set to USD 500,00 until we approve your KYC.

Settings Information

You will be granted access to the dashboard after you complete the onboarding process.

Now, if you plan to use Beta's Request Payment Product, it is recommended that you review the settings menu and change your preferences If you want.

Otherwise, Beta will process the settlements using default parameters and could cause delays if you need to change it after a settlement request.

Here is the information you should review before your first transaction with the Request Payment Product:

Settlement Asset: Choose the asset (Fiat or Crypto) that you would like to receive your settlement.
Settlement Preference: Beta can offer more than one payment rail for processing settlement for certain fiat currencies.
Settlement Frequency: By default, our settlement frequency is set on a weekly basis. That means Beta will send the funds to your bank account automatically once per week. However, If you process more than USD 10.000,00 per week, we might be able to enable new frequency options. Talk to your account manager in that case.
Bank Account: You must fill out this section before requesting a settlement If you plan to receive funds in Fiat currencies.
Stablecoin Wallet: You must fill out this section before requesting a settlement If you plan to receive funds in Stablecoins.