Transfer from Custodial Wallets (Web3 Wallets)
Prerequisite
- It’s recommended that you set up a token transfer policy.
- You have deposited funds into the Web3 Wallets.
Steps
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Log in to Cobo Portal.
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To open the Transfer dialog, click
in the main menu of Cobo Portal. Alternatively, click 
on your Web3 Wallet page, the corresponding token or address will be preselected for you. -
Select a token type for the transfer. To enable a new token type, navigate to your Web3 Wallet page, select the Tokens tab, and click Add Tokens.
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In the drop-down menu under From, for Wallet Type, select Web3 Wallets. For the wallet address, select from the drop-down menu or search by wallet name, address, or label. Asset Wallets created via both Cobo Portal and WaaS 2.0 API will be listed.
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Select a To address from your Address Book or your wallets on Cobo Portal, or manually enter an address.
- Address Book
: Only addresses associated with the blockchain network of the selected token will be listed. - My Wallets: Select a wallet type and then click on the specific wallet you would like to transfer to.
If this transfer can be executed as a Cobo Loop transfer, a related information bar will appear on the UI as the following screenshot shows.
If you are using the WaaS 2.0 API, you can use the Check Cobo Loop transfers operation to determine if a transaction can be executed as a Cobo Loop transfer. Or directly call the Transfer token operation to enforce a transaction as a Cobo Loop transfer. - Address Book
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Enter the transfer amount.
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Review the transaction cost. Transaction cost includes network fees. You are unable to modify or customize this fee. The associated fees will be deducted from the selected From address, and it may differ from the token intended for the transfer.
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(Optional) Add a transaction category and description to identify this transfer more easily.
- For Category, either create a new category or select from existing ones. Each transfer can be associated with a maximum of 5 categories. Note that once a category is added, it cannot be edited or deleted. Currently, Cobo Portal allows the creation of up to 200 categories.
- To view the categories under your organization, click the profile icon in the bottom left corner, then select Organization > Transaction Categories.
- For Description, add a description with a maximum limit of 100 characters.
- For Category, either create a new category or select from existing ones. Each transfer can be associated with a maximum of 5 categories. Note that once a category is added, it cannot be edited or deleted. Currently, Cobo Portal allows the creation of up to 200 categories.
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Click Submit.
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Approve the request on your Cobo Guard. If it is a new address not found in your Address Book or any of your wallets created on Cobo Portal, you will be prompted to add the address to your Address Book.
Next-Steps
After making a transfer from your Asset Wallets, you can view its transaction status in Transaction History. The flash icon 
indicates it was executed as a Cobo Loop transfer as the following screenshot shows.
If you are using the WaaS 2.0 API, you can call the Get transaction information or List all transactions operations and check the is_loop property in the response.
Additionally, you can use the Cobo Loop Explorer along with the Loop ID (the transaction hash of the transfer) to track the status of Cobo Loop transfers.