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Find your crypto security model

Answer a few questions to identify a custody setup that fits your use.
This is an educational tool — not a product recommendation.

Step 1: What do you use crypto for?

Select all that apply. Many people have more than one use case (e.g., trading plus long-term holding).

Step 2: How important are these funds to you?

Think in terms of personal impact: if you lost this amount, how much would it affect your life and peace of mind?

Step 3: How disciplined are you with security routines?

This is about habits (updates, backups, careful approvals). Choose the option that matches your real-life behavior, not your ideal one.

Step 4: How much budget can you allocate to security?

This is the budget to improve safety (devices, backups, and basic security tools), not trading capital.

Step 5: How much setup effort can you accept?

Think about the time you can realistically spend to put in place a secure environment (setup, backups, and basic checks).

Step 6: How many storage locations can you use?

This refers to how many separate safe places you can use to store your backup(s) — especially seed phrase backups.

Step 7: Who should be able to recover access if something happens?

“Something happens” can mean losing a device, forgetting access, serious illness, or a situation where you cannot act. Think in terms of continuity and inheritance.

Step 8: Do you need shared approval to move funds?

In other words: should one or more additional signers approve before a transaction can be executed?

Step 9: Can you handle a more complex setup?

Complex setups require backups, recovery tests, and documented procedures.

Step 10: Do you need auditability / processes / separation of duties?

This is mainly for teams or companies (roles, approvals, documentation). If you don’t know, select No.

Your result

Summary:
Based on your answers, this guide proposes a security model tailored to your situation. It suggests separating your crypto usage into three zones: Spend for everyday convenience, Active for frequent activity such as trading or DeFi, and Reserve for long-term holdings where protection and recovery matter most. It suggests separating your crypto usage into two zones: Active for frequent activity such as trading or DeFi, and Reserve for long-term holdings where protection and recovery matter most. It suggests separating your crypto usage into two zones: Spend for everyday convenience with limited amounts, and Reserve for long-term holdings where protection and recovery matter most. It suggests separating your crypto usage into two zones: Spend for everyday convenience with limited amounts, and Active for frequent activity such as trading or DeFi. It suggests focusing primarily on a Reserve zone for long-term holdings, where protection and recovery are the priority. It suggests focusing primarily on an Active zone for frequent activity such as trading or DeFi, which naturally involves higher operational risk. It suggests focusing primarily on a Spend zone for small amounts used for payments, where usability matters most. For active usage, it proposes a basic approach aimed at keeping operations understandable and manageable. For active usage, it proposes a more structured approach aimed at reducing operational mistakes during frequent interactions. For long-term storage, it proposes a robust Reserve approach focused on isolation and safe recovery. For long-term storage, it proposes an advanced Reserve approach with redundancy and tested recovery where feasible. It also includes additional layers when relevant, such as continuity planning, governance, or shared control. Additional layers related to continuity, shared control, or governance can be added later as your needs evolve.
Important: This smart guide is an educational tool. It does not guarantee a “100% correct” answer. Make sure you understand your context and constraints before choosing a setup.