initial cash savings guide #97
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tom-meader-wk
commented
Apr 25, 2025
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This has very little frills, I'm not sure how much we want to put in with regards to interest etc. We can wait and see what any pilot tenants have to say before doing that if we want.
deadwards90
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Apr 25, 2025
docs/cash-savings/Basics.md
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| ## Process | ||
| 1. Create an account for the investor's wallet and portfolio. | ||
| 2. Create wallet portfolio to receive cash into. | ||
| 3. Create a savings portfolio to earn interest from. | ||
| 4. Deposit cash into your wallet by creating a deposit expectation and instructing investor to make the bank transfer to WealthKernel Clients account. More information can be found in our guides at https://docs.wealthkernel.com/docs/guides/100c7af36190b-deposit-basics. A webhook event will be sent when the deposit has been matched. | ||
| 5. Transfer cash into savings portfolio. |
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Should we add something for withdrawals? Seems obvious but can't hurt.
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This has made me think we might need to prioritise webhooks. For savings going in I can see tenants wanting to request the transfer off the back of deposit matched webhook, but for withdrawals there is no transfer settled webhook yet to work with and create a withdrawal in response to.
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I can see that being useful.
deadwards90
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Apr 25, 2025
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