1. Linking Your Crypto Accounts
Steps
Tap the Wealth icon at the bottom of the navigation.
Tap Link Account and select Crypto Wallets & Exchanges.
You will be redirected to Vezgo, the service that connects to your wallets and exchanges.
Authentication
Choose your provider (e.g., Coinbase, Binance).
Follow the login or wallet signature process provided by Vezgo.
Approve access to allow InvestMates to sync your balances.
2. Viewing Your Crypto Holdings
After completing the authentication process, return to InvestMates.
Your crypto balances will sync within 1–2 minutes and appear on your Wealth dashboard.
3. Disconnecting Your Crypto Account
In Wealth, tap the Crypto card.
Toggle to Crypto view.
Tap the ⋮ overflow menu and choose Disconnect to remove the account.
Keeping your crypto data up to date
Read-only access: Vezgo securely fetches data; we cannot execute trades or transfers through the app.
Sync timing: It may take up to 2 minutes for your balances to appear or refresh.
Supported providers: Over 200 wallets and exchanges are available. Check Settings > Crypto Integrations for the full list.
Frequently asked questions
Why Vezgo?
Vezgo offers enterprise-grade security, standardized data across 200+ providers (exchanges, blockchains, and wallets), and a seamless one-click linkage experience.My exchange isn’t listed.
Confirm it’s supported by Vezgo. If not, let us know so we can suggest it to our integration partner.Balances aren’t updating.
Tap ⋮ → Refresh on the Crypto card or wait a couple of minutes—network delays can sometimes occur.
Need help?
For any questions or issues, email us at [email protected]