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Overview

When tokens vest, they go through a multi-step process before reaching the recipient’s wallet. This guide walks through every step with API calls.

Step 1: Get Pending Schedules

Check what vestings need approval:

Step 2: Approve Schedules

Approve a batch of pending vestings:

Step 3: View Tax Grouping

Get approved schedules ready for tax details:

Step 4: Add Tax Details

Choose one method per recipient group:

Option A: No Tax (FMV tracking only)

Option B: Manual Tax Withholding

Option C: Bulk Processing (mixed methods)


Step 5: Update FMV (Optional)

If the token price changed before finalization:

Step 6: Finalize Tax Details

Move schedules to ready-for-settlement:
To reject and send back to tax grouping:

Step 7: Submit to Custody

Check eligibility, then submit:

Step 8: Track Settlement Status

If it fails, retry:

Step 9: Record Completion

After on-chain confirmation:
For batch recording:

Step 10: View Settlement History


Error Recovery

Revert tax details (send back to grouping)

Revert schedule approval (send back to pending)