How to Connect Uphold to Koinly
Uphold is a popular digital money platform where investors can buy, sell, and trade more than 100 cryptocurrencies. Whatever your Uphold investments, Koinly can help with your crypto taxes. Just connect via API or upload a CSV file. Here's how.
Learn more about Uphold tax documents
How to connect Uphold to Koinly via API
Select add new wallet: Uphold.
Select set up auto sync.
Select continue to Uphold. Please note granting access will give Koinly read-only access, Koinly does not have access to make transactions.
On the Uphold page, select authorize. If you're not already logged in, you may have to do this first.
How to connect Uphold to Koinly via CSV
On Uphold
Open the Uphold activity page
Select the drop-down icon in front of transactions.
Select on Download as CSV.
On Koinly