Welcome to Stackup! This guide will walk you through the essential steps to set up your organization and start managing your crypto operations with enterprise-grade security and simplicity.

Who is this guide for?

This guide is for founders, CFOs, and finance team members who need to set up their organization's blockchain operations. You don't need to be a crypto expert—Stackup is designed to make crypto operations as simple as traditional banking.

Prerequisites

A business email address
A device for passkey authentication
Basic understanding of your organization's financial needs

1. Create your organization

Setting up your Stackup organization is the first step toward streamlined blockchain operations.

Go to app.stackup.fi and click Sign Up
Enter your business email address and click Register with Passkey
Add a passkey when prompted by your device (this replaces traditional private keys for enhanced security)
Check your email for a verification code and enter it on the next screen
Enter your organization name
Click Create Organization
A summary of features will appear. Click Next
If you want to invite team members you can enter their email addresses and click Send Invite
Click Continue to Dashboard

You will now see your organization’s first wallet.

What is a passkey?
Passkeys are a more secure alternative to passwords and private keys. They use your device's biometric security (like Touch ID or Face ID) to authenticate you. You'll never need to worry about losing private keys or hardware wallets again.

2. Fund your wallet

Before you can start sending transactions, you'll need to add funds to your wallet.

From the Home page, select the wallet you want to fund
Click Deposit
Choose your funding method:
- From a browser wallet: Click Connect Wallet and enter the amount and token.
- From another wallet: Click Copy new wallet address and use your wallet’s interface to send funds
- From Bank: Close the dialog and follow the instructions to connect your bank.
Follow the on-screen instructions to complete the transfer
Your funds will appear in your wallet once the transaction is confirmed on the blockchain

What about gas fees?
Stackup handles gas fees across all chains automatically! You don't need to hold native tokens like ETH to transact.

3. Invite team members

Stackup lets you give specific access to team members without sharing private keys.

Click Team in the left sidebar
Click Invite User
Enter the team member's email address
Select the user’s organization role
If the user is not an organization admin, select which wallets you want them to see
Click Send Invite
The team member will receive an email with instructions to join your organization

4. Set up roles and permissions

Stackup offers a two-tiered permissions system with organization roles and wallet-specific roles.

From your dashboard, click Team in the left sidebar
Assign appropriate organization roles to team members (Admin or Member)
For wallet-specific permissions:
- Go to Home and select a wallet
- Click the Access menu item in the sidebar
- Add team members with appropriate roles (Owner, Admin, or View-only)
- For custom permissions, create a role with specific spending limits

Pro tip
Check out our Recommended Setup to help decide what roles and permissions to give your team.

5. Connect to your bank (US only)

Connecting your bank to Stackup creates a seamless on/off ramp between crypto and traditional financial systems.

From your dashboard, click your Organization Settings at the bottom of the left sidebar
Click Start Verification
Complete the “KYB” verification process with our partner
Have each officer of your company identified in the KYB process complete their “KYC” identity verification
When your identity is confirmed return to your Organization Settings
Click Connect Bank
Complete your bank information and click Connect Bank Account
Once connected, you can transfer funds between your bank and Stackup wallets

→ Send funds from your wallet to your bank account

→ Send dollars from your bank account to your crypto wallet via ACH

Disclaimer
Stackup is a technology company. We are not a bank, do not provide banking services, and never have custody of your funds. Stackup partners with a third party provider to connect your bank and process fiat conversions from within the Stackup platform. We will do our best to help you troubleshoot issues, but conversion of your funds is subject to your agreement with the third party provider when you connect your bank. Read more about your terms of service with Stackup here.

6. Create your first transaction

Now you're ready to start transacting on the blockchain with enterprise-grade security and controls.

From your wallet, click Send
Choose the asset to send (ETH, USDC, etc.) and click Next
Enter the recipient address or select from your saved contacts and click Review
Review the details and click Send transaction
Confirm with your passkey when prompted

Transaction tracking: All transactions are automatically logged with complete details, including who initiated them, approvals, and associated notes. This creates a clear audit trail for your finance team.

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