Caleb & Brown

How do I verify the email communication from you is from your team?

Learn about how to protect yourself online when trading with us

How to manage your email securely

Why don’t you take orders via phone call?

Learn how to catch scams or attempts of phishing when communicating with us

Identifying Scams or Phishing Attempts

Learn how to verify if you're speaking to a Caleb & Brown staff member.

Caleb & Brown CallerCheck

Learn about what Caleb & Brown can do about recovering your assets

Can Caleb & Brown help with asset recovery?

Making a secure password

A quick guide to enable an extra layer of security on your Portal account.

Setting up Two Factor Authentication (2FA)

What if I Lose My Hardware Wallet?

Can we assist in recovering assets if you've lost your seed phrase to your hardware wallet?

I Have Lost My Seed Phrase for My Wallet

Learn about the Travel Rule, why it exists, and what it means when you send or receive crypto through Caleb & Brown.

What is the Travel Rule? (US)

What is the Travel Rule? (Australia)

Lawrence Huynh

Cassandra De-Lisle

Maximilien Fenk

Learn about maintaining your account security and online protection

Security

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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