Before your first DeFi transaction
A printable pre-flight checklist for your first DeFi transaction: wallet setup, official addresses, test amounts, approvals, fees, records and what to do if it goes wrong.
10 items · 4 critical
Checklists
Printable DeFi checklists
Printable, interactive checklists for your first DeFi transaction, wallet backup, crypto tax year-end, scam response and platform or protocol due diligence.
Wallet backup and recovery checklist
Make a self-custody wallet recoverable: offline recovery-phrase backups, a tested restore, a second location, passphrase notes and instructions for your executor.
8 items · 4 critical
Crypto tax year-end checklist (Canada)
A year-end checklist for Canadians with crypto: export platform history, gather wallet records, compute ACB, flag DeFi items CRA has not addressed, and prepare for your tax professional.
10 items · 2 critical
Scam response checklist: the first hours
What to do right after a crypto scam or wallet drain in Canada: secure what is left, preserve evidence, report to the CAFC and police, alert platforms and avoid recovery scams.
10 items · 5 critical
Platform and protocol due-diligence checklist
Due diligence before using a crypto platform or DeFi protocol: Canadian registration, custody, withdrawals, audits, admin keys, oracles, liquidity and how you would exit.
10 items · 4 critical
Before-you-bridge checklist
Work through the checks to do before bridging crypto between networks: official addresses, token type, test amounts, fees, delays and how to recover a stuck transfer.
Education only. Nothing on this page is financial, investment, tax or legal advice, or a recommendation to buy, sell, stake, lend or borrow any crypto-asset. Crypto-assets can lose some or all of their value and are not covered by CDIC. Canadian rules change: check the dated sources above and talk to a qualified professional about your situation. Full disclaimer.