Setup checklist for your 5-key vault

Setup

• Initialize devices and update firmware
• Save one seed phrase in a tamper-evident bag
• Record tamper-evident bag serial number in a password manager
• Record device PIN(s) in a password manager
• Connect devices to Casa
• Capture verification photo (For Premium and Private Clients only)

Testing

• Receive a transaction
• Send a transaction
• Complete a health check on all devices
• Review key replacement procedures

Security and recovery for Premium and Private Clients

• Complete the Security and Transfers Call by scheduling a call through the Casa app
• Provide emergency contact(s)
• Set duress phrase
• Back up Sovereign Recovery instructions
• Separate and secure devices

Security and recovery for Standard Plus Clients

• Set up Security Questions as you would for a Standard 3-Key Vault
• Back up Sovereign Recovery instructions
• Separate and secure devices