Advisors can designate certain vaults as internal to separate firm-owned bitcoin holdings from client-managed vaults. This is useful for corporate treasury management, firm reserves, or operational holdings. Internal vaults are excluded from client billing but remain accessible in the Theya Advisor Dashboard.
1. Why mark a vault as internal?
Marking a vault as internal ensures:
It is not included in billing calculations.
It is distinguishable from client vaults in the dashboard.
It remains accessible for treasury management without interfering with client workflows.
2. How to mark a vault as internal
During vault creation:
In the Theya Advisor Dashboard, go to Vaults > Create New Vault.
Follow the setup steps, selecting hardware wallets or mobile keys.
Before finalizing, check Mark as Internal.
For existing vaults:
Navigate to Vaults in the dashboard.
Select the vault and click Edit Vault Settings.
Check Mark as Internal and save changes.
3. Best practices for internal vaults
Use clear naming conventions (e.g., "Firm Treasury," "Corporate Holdings").
Keep internal vaults separate from client accounts for clean reporting.
Perform regular health checks to ensure key functionality.
4. Managing transactions in internal vaults
Internal vaults function like any other Theya vault, allowing advisors to:
Receive and store bitcoin for firm holdings.
Authorize transactions for treasury management or business expenses.
Utilize multisig security for added protection.
5. Who should use internal vaults?
Advisory firms managing their own bitcoin holdings.
Businesses using Theya for corporate treasury.
Advisors testing Theya’s features before onboarding clients.
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