Monolith Guide

• ✓Qualified investor (or issuer) status and valid ID.
• ✓Business or personal email you can verify.
• ✓Wallet (optional to begin) — you can add or change later.
• ✓Company docs if you’re an issuer (incorporation, directors, UBOs).

1. Sign up with your name and email.
2. Complete KYC (investor) or KYB (issuer). This is a one‑time verification.
3. Enable 2FA, set recovery methods, and add a withdrawal whitelist (optional).
4. Connect a wallet or generate a custodial account.

• ✓Submit fund details (jurisdiction, strategy, docs) to open a deal workspace.
• ✓Configure share class, compliance rules (ERC‑3643), and distribution policies.
• ✓Invite service providers (TA, custody, admin) from the ecosystem.
• ✓Issue tokens to qualified investors and schedule liquidity windows.

• ✓Pass KYC and unlock access to primary offers.
• ✓Subscribe during issuance windows; track positions in your portfolio.
• ✓Trade in controlled secondary windows (RFQ) when available.
• ✓Receive on‑chain distributions and view audit‑ready reports.

Transparent fees: issuance (1.5–2.0%), trading (0.5–0.75%), optional compliance subscriptions. Limits may apply by jurisdiction and investor category.

• ✓Enable 2FA and keep backup codes offline.
• ✓Use allowlisted addresses and the 4‑eyes wallet for teams.
• ✓Rotate API keys and review access logs regularly.
• ✓Never share private keys; use institution‑grade custody where required.

If you’re blocked on KYC/KYB, ensure documents are clear and current. For failed transfers, verify allowlists and venue windows. Still stuck? Contact support.