Bitcoin Adviser Onboarding

Method 1: Remove from Home Screen

Hide apps from your home screen while keeping them installed:

1. Press and hold the app icon
2. Tap Remove App
3. Select Remove from Home Screen

The app remains installed but is only accessible via Spotlight Search. This is the simplest method and works for most situations.

Method 2: Hide in App Library Only

Same process as Method 1, but the app is moved to App Library (swipe left on the home screen).

Pro tip: Create a Shortcuts widget for the app with a different name and icon. People scanning your phone won't find the original wallet app.

Exchange Checklist

• Regulatory fit for your jurisdiction.
• Transparent fees and wire instructions.
• Reasonable purchase and withdrawal limits.
• Responsive support for large transfers.

Don't leave funds on the exchange. Once Bitcoin clears, we'll help you sweep it immediately into your Theya wallet vault. We'll assist with every transfer—whether it's your first or your fiftieth. As you're learning how everything works, we're always available to guide you through all aspects of being a Bitcoin Adviser client.

Telegraphic Transfers (TTs)

Large purchases move smoother when you visit your bank branch and initiate a TT to the exchange’s bank account:

• Share the beneficiary details provided in your exchange dashboard.
• Expect your bank to verify the transfer; be clear it’s for a Bitcoin purchase.
• Funds typically arrive same day. Many banks charge ~USD $30 per TT.

TTs reduce the chance of flagged transactions or frozen accounts compared with online transfers.

We Help With Everything

• Transferring Bitcoin from exchanges to your Theya vault—as often as you need.
• Understanding how multisig transactions work and what to expect.
• Tracking and verifying transactions on the blockchain using tools like mempool.space.
• Managing UTXO structure and consolidation when needed—we guide you through the simple process.
• Making withdrawals when you need to access funds.
• Paying invoices and understanding billing cycles.
• Adding new signers or updating vault configurations.
• Any questions about your collaborative security setup.

Your Adviser Relationship

• Direct access to your dedicated Bitcoin Adviser specialist.
• No question is too basic—we're here to guide you every step of the way.
• Hand-holding through every process until you're confident.
• Ongoing support for as long as you're a client.

Making Withdrawals

The withdrawal process follows the same 2/3 multisig flow:

1. Initiate a withdrawal in your Theya wallet to any address you choose.
2. Sign the transaction with your key.
3. This triggers a notification to The Bitcoin Adviser to counter-sign.
4. Once we counter-sign, the transaction broadcasts and funds move.

We're here to help with every withdrawal—especially while you're learning. Just reach out to your adviser and we'll guide you through it.

No Penalties, Complete Flexibility

• Move Bitcoin in and out of your vaults as often as you want—no restrictions.
• No penalties for withdrawals at any time.
• The early termination clause encourages holding for 4 years but doesn't impact your ability to make withdrawals along the way.
• You maintain full control and flexibility over your funds.

Estate Plan Protocol

• Contacts and roles for executors, trustees, and beneficiaries.
• Step-by-step instructions for accessing, managing, or liquidating Bitcoin.
• Contingency plans for incapacity or loss of a signer.
• Storage guidance alongside your Last Will & Testament.

Your adviser will walk you through completing your Estate Plan Protocol. See our detailed Estate Plan Protocol Guide for step-by-step instructions.

Next-of-Kin Orientation

• Guided walkthroughs—scheduled only when you request them.
• Lightweight refreshers after material life events or vault changes.
• Confidence that funds remain accessible without compromising security.

How Invoicing Works

Your vault is billed every 90 days at 1% annualised (0.25% per quarter). The invoicing process works just like a withdrawal transaction:

1. Invoice Alert: 90 days after your first deposit into your vault, you'll receive an email alert from Theya that an invoice is due.
2. Review Invoice: The email includes a line-item invoice showing the charges for the quarter.
3. Click Pay Invoice: In your Theya wallet, click the "Pay Invoice" button.
4. Sign with Your Key: Sign the invoice payment transaction with your hardware or software key.
5. We Counter-Sign: Your signature triggers a notification to The Bitcoin Adviser. We review and counter-sign the invoice payment.
6. Invoice Marked Paid: Once both signatures are complete, the invoice is marked as paid and the transaction broadcasts.

We're here to help you through every invoice payment. If you have questions or need assistance, just reach out to your adviser. For detailed step-by-step instructions on paying invoices via Theya Vault or external wallet, see Theya's invoice payment guide.

Service Cadence

• Quarterly reviews of vault health and estate protocol.
• On-demand support for bank wires, larger purchases, or new signers.
• Refresher sessions anytime a stakeholder needs to re-run the playbook.
• Ongoing assistance with transfers, withdrawals, and any questions.

Your Bitcoin Adviser team remains your primary contact for all wallet support and questions.