Account Setup Portal

Client Name
Gerhard Schick
Advisor
Carolyn Greenwood Nelson
CRD
2081477
Step 1: Convert Crypto Assets to USDC Coin
Detailed Instructions:
1.
Log in to your Coinbase account
2.
Navigate to the "Trade" section
3.
Select the cryptocurrency you want to convert
4.
Choose USDC as the target asset
5.
Enter the amount you wish to convert
6.
Review and confirm the transaction
7.
Repeat for all crypto assets you wish to trade with
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