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How to Connect Wealth99 with Koinly

How to connect Wealth99 and Koinly

Wealth99 is a crypto wealth platform that helps investors diversify their portfolios in a snap with bundles of highly reputable cryptocurrencies selected by expert investors, including precious metal tokens. Whatever your investments, Koinly can help with your Wealth99 crypto taxes. Just upload your CSV file - here's how.

Watch how to do your Wealth99 taxes fast with Koinly

How to connect Wealth99 to Koinly via CSV

On Wealth99

  1. Log in to Wealth99.
  2. Select 'History' on the left hand panel.
  3. Select 'All Transactions'.
  4. Select 'All currencies', 'All statuses' and 'All types'.
  5. Use the advanced filters to set a date range. This should cover your entire trading history on Wealth99 - for however long you've had the account.
  6. Select 'Export to File'.
  7. Select 'All Transactions History'.
  8. From the drop down menu under file extension, select CSV.
  9. Click Export.

On Koinly

  1. Sign up or login into Koinly and head to the wallets page.
  2. Add a new wallet: Wealth99.
  3. Select import from file.
  4. Upload your CSV file from Wealth99.

Good to know
You'll be able to see all of your downloaded reports under 'File Exports'.

How do I check if my Wealth99 import is accurate?

If you're having any issues with your Wealth99 CSV file import, try these helpful links:

It's really helpful to use our Getting Started Guide before reviewing your transactions. This can help you identify and resolve any issues in no time at all.