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DONE-FOR-YOU STEP-BY-STEP WEALTH GUIDE: GUIDE 1 2

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Page 1: DONE-FOR-YOU STEP-BY-STEP WEALTH GUIDE: GUIDE 1 2
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DONE-FOR-YOU STEP-BY-STEP WEALTH GUIDE

GUIDE 1: USING COINBASE

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CONTENTS

USING COINBASE ................................................................................................................................................................. 4

CREATING YOUR COINBASE ACCOUNT ...................................................................................................................... 5

STEP 1: NAVIGATING TO THE CORRECT WEBSITE .......................................................................................................... 5

STEP 2: INITIATING THE REGISTRATION PROCESS .......................................................................................................... 6

STEP 3: VERIFYING VIA E-MAIL ................................................................................................................................................. 7

STEP 4: ACCOUNT INFO ............................................................................................................................................................ 9

STEP 5: TWO-STEP VERIFICATION ....................................................................................................................................... 10

STEP 6: CONGRATULATIONS! .................................................................................................................................................. 11

VERIFYING AND SECURING YOUR ACCOUNT ......................................................................................................... 12

STEP 1: PERSONAL IDENTIFICATION ..................................................................................................................................... 12

STEP 2: ACCOUNT LEVELS ....................................................................................................................................................... 14

SENDING AND RECEIVING ........................................................................................................................................................ 15

FREE AT LAST! ................................................................................................................................................................................. 16

RECEIVING ....................................................................................................................................................................................... 18

BUYING AND SELLING ...................................................................................................................................................... 20

BUYS .................................................................................................................................................................................................. 20

SELLS .................................................................................................................................................................................................. 21

STORING YOUR CRYPTO ................................................................................................................................................ 23

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USING COINBASE Coinbase is one of America’s largest Global Digital Asset Exchange company. Coinbase utilizes a fun, friendly user interface layout that makes it easy to buy/sell and trade, send/receive, store, and track your Crypto assets. Coinbase is very straightforward and is very accommodating towards its users, especially those who have little to none Crypto Experience.

Coinbase supports and encourages learning / expanding your knowledge on Cryptos and Earning Cryptos by incorporating their very own “Earn as you Learn” methods. By watching videos on the Coinbase platform about other Cryptos, Blockchain technology, and companies, Coinbase will reward you with Crypto’s of your choice! A real incentive to sign up for free and learn + earn for free as well!

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CREATING YOUR COINBASE ACCOUNT STEP 1: NAVIGATING TO THE CORRECT WEBSITE

● Whether you are located inside or outside of the US: Navigate to https://www.Coinbase.com

● To the far right Click “Get Started

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STEP 2: INITIATING THE REGISTRATION PROCESS After clicking get started, you will come to a page just like this. Complete the required fields using your correct information as you will be asked to verify this information with ID and possible Legal documents

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STEP 3: VERIFYING VIA E-MAIL Once you are complete with Step 3 and have clicked on “Create Account” You will receive the next message

● From here, you will go to check your email for which you used to register for Coinbase. Waiting in your inbox, you should have something similar.

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● After opening that email, you will see a blue box that says “Verify Email Address” Which will lead you back to Coinbase

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STEP 4: ACCOUNT INFO

● This page will prompt you for your First/Last name, DOB, Street address, What you plan on using Coinbase for Source of funds, employment status, and last 4 of SSN.

● Once all the required information has been entered in correctly, click continue.

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STEP 5: TWO-STEP VERIFICATION

● Clicking Continue on the last page is the final step needed to confirm your new Coinbase account. Coinbase will allow you to establish 2 step verification on your account immediately. 2 step verification is the second layer of security on your account that requires you to enter a code to log in that is sent to you via text

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STEP 6: CONGRATULATIONS! ● Welcome to Coinbase! You have successfully registered, and now have access to

a Crypto Exchange! You are just steps away from placing your first trade, or transaction.

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VERIFYING AND SECURING YOUR ACCOUNT Congratulations again! You have been successful in establishing your very own Coinbase account. At this point you are probably more than ready to place your first trade, or even send/receive Cryptos. But before you can process any type of transaction Coinbase has to Verify that you are who you really say you are!

STEP 1: PERSONAL IDENTIFICATION Now that we have gone the extra mile to ensure the safety of our account, we can feel that much safer when depositing, sending, receiving, and trading Cryptos through Binance. However, before we can execute any Crypto Transaction on Binance, we need to provide Basic Verification. There are 3 levels of Personal Verification that one has on Coinbase. Each Level allows you different privileges

1. Level 1: Invest up to $9,500 by purchasing Crypto with through your Bank account or Debit card. What’s needed? Verify your phone number

2. Level 2: Unlimited Investing. Able to Wire funds in and out of your Coinbase account. What’s needed? Verify your personal information (Name, Address, DOB, and more)

3. Level 3: Send and Receive Crypto’s. What’s needed? Verify via Photo ID

Once logged in, your landing page will look like this. On the Top right-hand corner, to the right of “Trade” and the image of the bell, you will see a round circle with an image of a human figure where a profile picture is supposed to go. Click on that circle then click on “Settings” which will land you on your profile page.

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STEP 2: ACCOUNT LEVELS From your profile page, click on account Levels which is the last option on the far right

● You should be at level 2 verification by now, if not you can click on each level and it will prompt you for the necessary information.

● For access to the very last level, which will also allow you to send and receive Crypto’s, click on the green button “Enable send and receive”

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You will be prompted to choose either a Drivers's License or State Issued ID to Take a picture of via your webcam or upload via a file important. Once you have taken a photo or uploaded the file, you will then hit submit, and Coinbase will let you usually know within 24 hours if you account has been approved. Again this is the last step needed to be able to send and receive Crypto’s from outside of Coinbase.

SENDING AND RECEIVING Alright! So, by this point, we now have our Coinbase account activated, secured, and verified, which will allow us to trade Cryptos, send money to and from our bank account, and also send Crypto’s to other Wallets outside of Coinbase!

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FREE AT LAST!

1. As soon as we log in, we will land on our Dashboard or Home page. Going two headers over and Clicking on “Accounts” will be the first step towards Sending or Receiving Cryptos. In this example, we will click the “Send” option that’s under BTC Wallet

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2. After Clicking Send, this is the next page that appears. The first field required would be the actual address that we are sending BTC or Bitcoin to.

3. After entering the address, Coinbase will give you the option of choosing where to pull the funds from on your Coinbase account via a drop-down option.

4. Next, you can either enter a USD amount in the USD field or a numeric amount of BTC or Bitcoin that you would like to send then hit tab.

5. The totals and fee’s will automatically populate for you. You also have a chance to enter a text note if you wish.

6. After Reviewing, if the information looks accurate, click continue.

7. One last confirmation screen will appear, then clicking confirm will finalize the transaction.

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RECEIVING

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1. Similar to our last example; Right beside send, you will have a “Receive” button; click that.

2. The next screen will show a QR code with a box below that displays your address and an option to “Copy Address,” this will make it easier to share/copy and paste without errors.

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BUYING AND SELLING With all of our other privileges established, it is now time to start becoming a trading pro and begin our trading journey! We have been using Coinbase’s “basic” platform, which is recommended for new comers. Coinbase also has a Coinbase “Pro” platform for more advanced trading. “Trading” or buying and selling on Coinbase pro is very straight forward and does not allow more complexed trading methods or options as Coinbase Pro does.

BUYS Step 1: After logging into your account, you will land on your Dashboard or “home page.” You should see an option “Buy/Sell” which will allow you to do just that.

Step 2: If placing a Buy, click Buy, then choose the desired coin.

Step 3: After choosing your Coin to purchase, the next step will be to choose a Payment method that you previously added

Step 4: Next, you can either enter the amount of ETH you’d like to buy in USD and press Tab. Or, enter the exact amount of shares of ETH you would like to buy then hit tab.

Step 5: You can choose a buy frequency “If” you’d like. If not review your trade and click submit.

Step 6: You will be asked to review and confirm your trade one last time before it executes

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SELLS Step 1: After logging into your account, you will land on your Dashboard or home page. You should see an option “Buy/Sell” which will allow you to do just that, just like our last example.

Step 2: Click the “Sell” tab

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Step 3: Choose the correct wallet under the “Sell From” option

Step 4: After choosing which Coin / Wallet we are selling from, choose where the sale proceed will be deposited to

Step 5: Enter the USD amount of BTC you’d like to sell in the USD field to the left and press tab, OR; enter the exact BTC amount you’d like to sell in the BTC field to the right and hit tab.

Step 6: You can choose to set a frequency of this sell if you would like, if not click “Sell Bitcoin” If you are ready to sell.

Step 7: You will be asked to review and confirm your trade one last time before it executes

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STORING YOUR CRYPTO One of the many reasons why Coinbase is so popular is because of the ease of use. Multiple features on Coinbase are built-in with each other. For example, you can sell, exchange, send, receive, or buy Crypto’s all out of the same wallet on Coinbase. The same wallet you would access to sell a Crypto is the same wallet that will be used to send or receive Crypto (if it is the same coin.”)

With that said, if we are trying to “store” Cryptos on Coinbase, well as long as it is on Coinbase in a wallet, it is already being stored. We also have the option to place our Crypto’s in a vault. Here’s how we can confirm. What we currently have established

Step 1: On the home page of Coinbase, Click the “Portfolio” heading at the top of the page

Step 2: The next page will display our assets or wallets. For this example we will be clicking on “Ox”

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Step 3: As you see, the first option we have once we click on Ox is; Overview > Wallet > Vault

Our wallet is the default holding place for our Cryptos on Coinbase. “If” we want to establish a second layer of storage security, click on “Vault” to establish this.

Step 4: After clicking “Vault” click “Create Vault”

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Sep 5: Next is to name our vault

Step 6: Will an individual or Group be approving our withdrawals from the vault?

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Step 7: Enter a secondary email address that will approve withdrawals from your vault

After checking email this is the message:

Step 8: Once you click “Use this email,”; Your Vault has now been established, and you can now move Cryptos out of your wallet into your Vault. ***Once the Crypto’s have been moved into your Vault, You WILL need both parties to confirm the withdrawals via email once initiated.***

Congratulations, you have now completed our Coinbase Tutorial! Happy Trading!


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