Level of Support
Uphold is a part of the TaxBit Network. That comes with assistance from our Customer Experience Team if needed. Members of the TaxBit Network will receive a premium experience in terms of higher levels of support and a seamless onboarding experience.
Below you will find a detailed guide on connecting Uphold to your TaxBit account.
Step 1: Select "Add Sources"
Step 2: Select "Search Sources"
Step 3: In the search bar, search for and select Uphold from the dropdown list
Step 4: Select "Next"
Step 5: Hit "Add Account" in the top right-hand corner. It may open another browser, and ask you to sign into your Uphold account. If you are already signed it, it will establish the connection between Uphold and TaxBit.
Step 6: Once that connection has been established, go ahead and hit the Sync Icon in your account to bring over your transactions.
From there, if there's a successful sync, your Uphold transactions should appear in your Transactions page. You can also view the successful connection under "Sources" in your account.
Still have questions? You can interact with our Chatbot by selecting the Chat Widget located at the bottom right side of your screen, or fill out this form HERE to submit a support inquiry request. Our team is happy to help!
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