Setup
- Initialize devices and update firmware
- Save one seed phrase in a tamper-evident bag
- Record tamper-evident bag serial number in a password manager
- Record device PIN(s) in a password manager
- Connect devices to Casa
- Capture verification photo (For Premium and Private Clients only)
Testing
- Complete the Security and Transfers Call by scheduling a call through the Casa app
- Provide emergency contact(s)
- Set duress phrase
- Back up Sovereign Recovery instructions
- Separate and secure devices
Security and recovery for Standard Plus Clients
- Set up Security Questions as you would for a Standard 3-Key Vault
- Back up Sovereign Recovery instructions
- Separate and secure devices