01 Choose your task. Start with the outcome you need.
02 Follow the controls. Know what to click and enter.
03 Inspect the result. Keep the source and its evidence.
Your money and ownership Start with the familiar action. Keep its result connected.
01 · YOUR NEXT STEP Send money Pay a person and keep the payment with its purpose.
Next click Account → Send → Send money. Enter the recipient and amount, then Review payment. Result Send payment submits your approved request. Payment sent identifies its accepted result. Inspect Open the Ledger receipt for the participants, amount and connected funding sources. Follow the complete steps ↗ 02 · YOUR NEXT STEP Get paid Give the next person a clear way to pay you.
Next click Account → Receive → Checkout link. Add an optional amount, then share the link or QR. Result The payer reviews and approves. Check your receiving account or Counter for the confirmed payment. Inspect Keep the receipt or Counter → Payment evidence → Save payment evidence. Follow the complete steps ↗ 03 · YOUR NEXT STEP Add money or a Note Bring the source you already hold into the account.
Next click Add → Add money for secure payment, or Settlement Note to open its original PNG. Result Inspect the confirmed account credit. A card form or received-but-uncredited Note is a different state. Inspect Keep the saved deposit reference, original Note and accepted deposit proof. Follow the complete steps ↗ 04 · YOUR NEXT STEP Buy ownership or take cash Acquire supported shares or sell from a holding you own.
Next click Open a Market asset → Buy ownership, or Assets → Investments → holding → Take cash. Result Review the budget or quantity and approve the actual trade. Trade recorded retains its accepted result. Inspect Open Investments → Trade history and the related Ledger record for actual shares, price and proceeds. Follow the complete steps ↗ 05 · YOUR NEXT STEP Create and sign an Original Keep your work, ownership and inspectable source together.
Next click Market → Create an asset. Add the work and details → Create asset; use Add backing only when intended. Result Save the sealed Original. Sign this Original with PBI to unlock its accrued value; public delivery has its own result. Inspect Open your asset and its original proof. Bankeiz Market listing is separate. Follow the complete steps ↗ 06 · YOUR NEXT STEP Send ownership Move exact ownership while its Original and history stay connected.
Next click Account → Send → Send ownership. Choose Asset, Ownership to send and Recipient → Review ownership transfer. Result Approve the displayed exact terms, then Send ownership. Transaction complete. identifies the accepted result. Inspect Retain the accepted transaction proof and source. Resolve an unknown request through its saved recovery. Follow the complete steps ↗ Your people and plans Talk, book and meet with the same identity.
07 · YOUR NEXT STEP Plan a time or meet now Keep the person, appointment, invitation and conversation together.
Next click Header message icon → Calendar → New appointment or Meet now. Your booking link shares available times. Result Create appointment saves the event. Guests use Book this time; the accepted result says You’re booked. Inspect Open the event, its actual invitation status and supported Record continuity. The meeting keeps its own record. Follow the complete steps ↗ 08 · YOUR NEXT STEP Start a conversation Talk to the right person through your existing Receiz identity.
Next click Header message icon → Messages → New conversation. Select the person or group → Start conversation. Result Send your message and inspect its delivery state. Voice call and Video call use the selected conversation. Inspect Reopen that thread, its earlier messages and actual call state; an unknown delivery is not a second-send instruction. Follow the complete steps ↗ Your business, moving forward Ask the task. Review the actual action and result.
09 · YOUR NEXT STEP Put your agent to work Work through what is owed, what is due and the next useful action.
Next click Header message icon → Your agent. Ask the task and supply the relevant context; Business uses its actual plan and credits. Result Inspect the actual task result and any exact approval. Work shows started, running, completed or blocked work. Inspect Use the returned source proof, contact, Calendar event or payment record. A generated answer has its stated scope. Follow the complete steps ↗ Your originals, in your hands Keep private authority and public evidence distinct.
10 · YOUR NEXT STEP Protect and carry your value Hold money, Originals and investments in separate Vault custody.
Next click Account settings → Your vaults → Create a vault. Choose its name and optional passkey protection. Result Review, save and reselect the exact private Original when asked, then Approve. Save its updated state. Inspect Share proof discloses selected holdings without private access. Keep the private Vault and identity backup separately. Follow the complete steps ↗ Keep the same attempt. If an outcome is not confirmed, use its saved check or recovery action before starting another. Your original payment, funding, transfer or publication retains its own reference and result.
Find the matching recovery control ↗ 45 sourced operating chapters
Every step. The complete manual teaches the controls, inputs, result, inspection and recovery. Choose a subject for the practical steps or follow its source, math and receiving requirements in depth.
Send, receive and add money Complete the familiar money task, then inspect its actual result.
Create, own and exchange Seal and sign an Original, move ownership, use shares and inspect the outcome.
Talk, plan and meet Keep people, conversations, booking, meetings and their records together.
Put Business to work Ask your agent, configure its work, connect the business and fund usage.
Protect and carry value Keep the original identity, separate Vault custody, Notes and recovery.
Understand, build and verify Explore the sources, causal records, units, receiving laws and independent assessment.
One canonical manual at docs.bankeiz.com . Reading this guide opens no account and performs no financial operation.