Manually Migrate from Wallet UI to Dashboard (Archived)
If you have not started the Dashboard migration, see Migrate to the Dashboard for instructions on the automated migration process.
This article applies only to those that have already started the manual migration process outlined below.
The Paxos Dashboard comes with more self-serviceability, new stablecoin orchestration mint, convert and redeem flows, the ability to collaborate with more users from your organization, and enterprise-grade access controls.
The Dashboard is available to all existing institutional account holders. Individual account holders continue to use the Wallet UI. Once the new account is created, institutional users will see all available balances and transactions in both the Dashboard and the Wallet UI until the organization is ready to switch.
➊ Create New Institutional Account
Sign up for a new Dashboard institutional account. Use your personal work email address instead of a group email address. Register the passkey we send to your email address and sign in. Learn more about creating an account.
Questions about passkeys? Contact your IT organization for help. We recommend saving and using passkeys with iCloud Keychain, Windows Hello, Google Account, 1Password, Proton Pass or other third-party password manager that enables passkey synchronization across devices.
➋ Create a new Organization
When prompted to create a new Organization, provide your Institution information and click Finish. You do not need to onboard again.
➌ Contact Support
Using the email address you used when creating the new Organization, open a Support ticket. If you have more than one existing Wallet UI account, let us know the email address associated with each account. Paxos will use this information to create separate entities as needed.
➍ Next Steps
Once Paxos receives your support ticket, Support will contact you to guide you through the migration process.