Step 2
Now that we have entered the Dashboard and the Send and Receive flows, we are at the "heart" of ConeXta's operations. This is where the user truly interacts with their money and sees the benefits of their membership level.
1. Registration and Verification (KYC)
Before you start moving capital, we need to secure your account.
Initial Setup: Go to the registration section to complete your USD account details.
Documentation: You will need to securely upload your passport, identification, proof of address, and tax ID.
Verification Status: The app will display green icons when each document has been successfully validated.
2. Exploring Your Dashboard (Home)
Your command center for all your finances.
Total Balance: View your available balance in USDC clearly displayed at the top.
Quick Actions: Use the main buttons to + Receive or Send funds quickly.
Recent Transactions: Review the history of your latest transactions (such as transfers from Carolina Pineda or Samuel Alejandro) right below the action buttons.
Receive Button + User Flow, step-by-step guide
3. How to Receive Funds in USD (ACH & Wire)
Ideal for receiving international payments directly to your wallet.
Channel Selection: From the "Receive" menu, select USD (ACH & Wire Transfer).
Account Details: The app will provide you with the necessary details, such as the beneficiary's name (e.g., Juan Palacios), bank (Facebank), and routing number.
Fee Based on Your Level: On this screen, you will see your current fee reflected (e.g., 0.5% if you are STANDARD).
External Guides: If you use platforms like Wise or Deel, there is a section with specific guides to help you link them.
4. How to Receive Crypto Assets
Receive funds from anywhere in the world instantly.
Token Selection: Choose between USDC or USDT.
Network Selection: It is very important to choose the correct network (TRON, ETHEREUM, or SOLANA) to avoid loss of funds.
QR Code and Address: Scan the generated QR code or copy the alphanumeric address to share it with whoever will send you the funds.