Documentation · Getting started

Your first hour

Everything a new account holder needs, in the order they need it. What this platform actually is, how you get in, the two things to set up before you touch any money, how a balance arrives, and a plain map of every section in the sidebar so you know what you are looking at. No prior knowledge assumed.

KXCO Engineering 4 August 2026 ~12 min read getting startedonboardingverificationuser guide

KnightsVault is an online account for holding, moving and managing money.

It handles ordinary currency, pounds, dollars and euros, alongside cryptocurrency such as bitcoin, in the same place and on the same statement. This page is the orientation, and it assumes no prior knowledge at all.

You sign in and you have a balance, much as you would with online banking. From there you can send and receive money, convert between currencies, and, if you run a business through it, invoice customers, take payments at a counter, manage stock and keep your books. It is one account rather than a shelf full of separate apps, and the sidebar is long because it holds all of that in one place.

01 · First stepsGetting in: your invitation

Accounts are opened by invitation, which means someone is already expecting you. Your account manager, or whoever is providing the account, issues an invite and sends you a link carrying an invite code.

Registration asks for your email, a password of at least eight characters, and that code. It takes a minute.

Once the account exists, the wallet lives at app.kxco.io. Sign in there with the email and password you just set.

About your invite link

Links are reissued rather than resent, so if you need a fresh one your account manager can send a new link straight away.

If you already have an account and were sent an invite to join a business, sign in first, then open the link and confirm joining the organisation.

02 · First stepsYour first look around

You land on the Dashboard. Three things are worth knowing as you look around.

The sidebar is grouped, not flat. Items sit under headings like Core Operations, Payments & Revenue and Bookkeeping. Section 7 explains what each heading covers.

Your sidebar is tailored to your account. What appears reflects how your account is configured, so a colleague’s may be arranged differently to yours. If there is a section you would like that is not there yet, support can switch it on.

Two steps open the account up for use: verification, then funding. The next three sections cover both, in that order.

There is also a language toggle, EN and 中文, if you would rather read the interface in Chinese. It remembers your choice.

03 · Set-upVerification opens the account

Go to Verification, under the Settings heading at the bottom of the sidebar.

Identity verification is what a regulated financial service is required to do, and clearing it is what makes the rest of the account available to you. It is worth doing before anything else.

You will be asked for:

  • Your personal and address details.
  • Employment status: salaried, self-employed, unemployed, retired or student.
  • Source of funds: salary, savings, investments, business income or inheritance.
  • Intended use: goods and services, investment, savings or remittance.

Answer these accurately. They are not a quiz and there is no better or worse answer, but a mismatch between what you declare and what your account then does is the single most common reason a review gets escalated later.

When the form is submitted, the last step opens a secure page hosted by our regulated verification partner, where you accept the terms and finish the checks. That page is not part of the wallet, which is why it looks different. Come back to the Verification screen afterwards and it will show one of three states:

StateWhat it meansWhat to do
PendingSubmitted, not yet decided, or the hosted step is not finishedUse Continue verification to reopen the secure page. The screen updates itself as the status changes
VerifiedApproved. The account is open for businessNothing. Move on to two-factor
FailedDeclined, usually a document or data mismatchStart over resets the flow. If it fails twice, contact support rather than trying a third time

04 · Set-upTurn on two-factor

Two-factor authentication means sensitive actions ask for a six-digit code from an app on your phone, as well as your password. It is the single strongest thing you can do to protect the account, and it takes about two minutes.

Set it up from Profile, in the Security card:

  1. Start the set-up. A QR code appears.
  2. Scan it with an authenticator app on your phone.
  3. Type the six-digit code the app shows, to prove the pairing worked.
  4. Save the backup codes. Write them down or put them in a password manager, somewhere that is not the phone you just paired.
Keep the backup codes

The codes are what get you straight back in if you ever change or lose the phone. Storing them takes ten seconds, so do it while the screen is still open.

You can generate a fresh set later from the same screen using your password and a current code, which replaces the old one.

Every guide here assumes you have it switched on, and it is well worth having on.

05 · Set-upHow money arrives

There are two routes in, depending on what you are funding with.

Crypto: straight into the wallet

Deposit in the sidebar opens a screen headed Receive Crypto. It lists your own deposit addresses, grouped by network, each with a QR code and a copy button, plus a history of what has arrived. Send crypto to the address for the matching network and it credits to your balance.

Getting the address right first time

Each address belongs to one network, so match the network as well as the coin and the deposit lands cleanly. Copy the address with the button rather than retyping it, and glance at the network label above it before you send. On-chain transfers settle immediately and are final, so that one check is all it takes.

Ordinary currency: arranged with your account manager

Pound, dollar and euro balances are arranged through whoever provides your account, on the rails set up for you. Your account manager will confirm how yours reaches you and when to expect it.

Worth knowing for later: a Vault holds GBP, USD, EUR or ARMR and is funded from your balance in that same currency, so a fiat balance is what you need to open one.

06 · OrientationThe map: every section explained

The sidebar in full. The last column shows which sections come with every account and which are enabled to suit the account.

SectionWhat it is forWho sees it
Core OperationsThe everyday screens: Dashboard, Portfolio, Deposit (receive crypto), Withdraw, History, and the subscriptions you payAll accounts
Payments & RevenueGetting paid: payment links, payouts, an online storefront, point of sale, quotes, sales orders, projects, invoicing, subscriptions you charge for, products, pricelists, discounts, payment settingsAll accounts
BookkeepingRunning the books: purchases, inventory, manufacturing, expenses, accounts, documents, your teamAll accounts
BitcoinBitcoin in depth: buy and sell, Lightning, multisig custody, staking, borrowing, proof of reserves, inheritance planning, fees and mempool, coin control, on-chain messaging, recurring sends, tax reportsAll accounts
SettingsDocs, Support, Verification, AnnouncementsAll accounts
WalletCurrency exchange, crypto, issued and linked cards, linked bank accounts, and VaultsEnabled per account
TradingEquities, contracts for difference, currency and crypto tradingEnabled per account
Analytics & IntelligenceVolume, customer and order analytics, and email historyEnabled per account
CRMSales pipeline, deals, contacts, marketing, helpdeskEnabled per account
Business ManagementYour business profile, team permissions, developer and API accessEnabled per account
Resources & SupportTutorialsEnabled per account

Two labels are worth knowing:

  • Deposit is where you receive crypto, with an address and QR code per network. See section 5.
  • Vaults is where you set money aside: a labelled pot inside your own balance, with an optional target. The Vaults manual covers it end to end.

07 · OrientationA sensible first week

A good order to work through it, by what pays off soonest:

In order
  1. Finish verification. This is what opens the rest of the account.
  2. Turn on two-factor and save the backup codes. Ten minutes, once.
  3. Get a small amount of money in and look at History. Every movement on the platform lands there with a reference, so learning to read that screen early makes everything afterwards legible.
  4. Send a small amount out. Getting the first withdrawal under your belt makes every one after it routine.
  5. Then pick the section that matches your actual job. Invoicing if you bill people, Point of Sale if you serve a counter, Bitcoin if that is why you are here. The rest will be waiting when you want it.

The platform is broad because different account holders need different parts of it. Start where your work is and add from there.

08 · ReferenceWords you will meet

TermWhat it means
Verification, KYCProving who you are, as the law requires of any regulated financial service. KYC stands for know your customer
Two-factor authenticationA second proof of identity beyond your password, usually a six-digit code from an app on your phone
Backup codesOne-time codes that get you in if you lose the phone holding your authenticator app
BalanceWhat you hold, per currency. Each currency has its own balance and they do not pool
FiatOrdinary government-issued currency: pounds, dollars, euros. Anything that is not crypto
AddressA string of letters and numbers that crypto is sent to, much like an account number
Network, chainWhich blockchain an asset travels on. The same coin can exist on several, and they are not interchangeable
On-chainRecorded on a public blockchain. Once it is written there it cannot be undone
ReferenceThe code attached to every transaction, so you and support can identify the same event
VaultA labelled pot inside your own balance, used to set money aside. Pays no return by design
OrganisationA business account you can be invited into, separate from your personal one

09 · ReferenceWhere to get help

Support in the sidebar, under Settings, is the front door for anything about your own account: verification stuck, a payment you do not recognise, a screen not doing what you expect.

Docs, also under Settings, is the in-product documentation. This site’s developer section covers the API and integration work.

Your account manager handles anything the wallet cannot do on its own: invitations, which sections are enabled for you, and how fiat reaches your balance.

One habit worth forming from day one: check the address and the network before you confirm a crypto transfer. On-chain transfers settle immediately and are final, which is what makes them fast, and a two-second check is all it takes to get every one of them right.

Read next

  1. Vaults: setting money aside inside your own balance.
  2. Trust & security: how funds and keys are protected.
  3. Developer documentation: API reference and integration specs.
  4. Contact: support is happy to pick up anything this page did not cover.