Archive/Unarchive Portfolios, Vaults, and Web3 Wallets

If you currently/no longer need a Vault, Web3 Wallet, or an entire Portfolio, you can archive it. This will render it inactive, but you’ll be able to view the list of your archived Vaults/Web3 Wallets/Portfolios and quickly unarchive any of them.

Archive a Portfolio

1. Log in to Qredo and go to the Workspace the Portfolio is located in.

2. Navigate to the Holdings section in the left-hand menu.

3. Select the Portfolio you wish to Archive and navigate to the three-dot icon in the top-right corner of the screen.

4. Click Archive Portfolio in the drop-down menu.

5. Authorize this request using the Qredo Signing App (you’ll be prompted automatically) and wait for your Approvers to meet the set threshold (if any).

Alternatively, you can Archive a Portfolio from the Holdings view by selecting the three-dot icon on the far right of the Portfolio’s row and clicking Archive Portfolio.

Archive a Vault/Web3 Wallet

1. Log in to Qredo and go to the Workspace → Portfolio with the Vault/Web3 Wallet in question.

2. Navigate to the Holdings section in the left-hand menu and select the appropriate Portfolio.

3. Select the Vault/Web3 Wallet you wish to Archive and navigate to the three-dot icon in the top-right corner of the screen.

4. Click Archive Vault or Archive Web3 Wallet in the drop-down menu.

5. Authorize this request using the Qredo Signing App (you’ll be prompted automatically) and wait for your Approvers to meet the set threshold (if any).

Alternatively, you can Archive a Vault/Web3 Wallet from the Portfolio view by selecting the three-dot icon on the far right of the Vault’s/Web3 Wallet’s row and clicking Archive Vault or Archive Web3 Wallet.

Unarchive Porfolio/Vaul/Web3 Wallet

1. Log in to Qredo and navigate to Holdings in the left-hand menu.

2. Navigate to the three-dot icon in the upper-right corner of the screen and select View archives.

3. Find the Portfolio/Web3 Wallet/Vault you wish to unarchive and select it.

4. Select Unarchive.