Getting Started
Overview
This guide walks you through the onboarding process for new users joining Brava Finance for the first time.
By the end of the setup, you’ll have created your account, verified your identity, and set up your first workspace, the core environment for managing portfolios and allocations.
Step 1. Account Creation
Sign-Up Options You can register in one of three ways:
Google SSO: Use your existing Google account credentials.
Microsoft SSO: Use your Microsoft account.
Email Sign-Up: Enter an email address and password manually.
Email Verification If you sign up via email:
You’ll receive a verification code by email.
Enter the code on the verification screen to continue.
If you don’t receive the code, select Resend Code, or go Back to update your email address.
Step 2. Personal Details
Next, you’ll be prompted to provide some basic information:
First Name
Last Name
Country of Residence / Operation
This helps Brava tailor your experience and ensure compliance with relevant jurisdictions.
Step 3. Creating Your First Workspace
Each account in Brava can have multiple workspaces, allowing professional users like treasury managers or advisors to manage separate client accounts securely and independently.
What is a Workspace? A workspace represents an isolated environment where you can:
Manage one client or entity’s treasury independently.
Keep portfolios, assets, and reporting segregated.
Switch seamlessly between clients or entities under your management.
Each workspace has its own dedicated SAFE wallet provisioned automatically, ensuring segregated custody and industry-standard security.
Step 4. Setting Up a Workspace
When creating your first workspace:
Name Your Workspace: Choose a unique, descriptive name (e.g. “Alpha Treasury” or “Client A”).
Connect a Wallet: Link a unique Web3 wallet that is not already connected to another Brava workspace.
Supported wallets include, but not limited to:
Institutional options like Fireblocks, Ledger Enterprise, or Utila
⚠️ Note: Each workspace must have its own dedicated wallet. You cannot reuse the same wallet across multiple workspaces.
Once you’ve named your workspace and connected your wallet, Brava automatically provisions this workspace and it's underlying SAFE wallet, creating a secure environment for portfolio management and yield allocation.
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