Clients may require Prime account audits to be performed periodically and may engage with independent auditors to assist with completion. Please see below for further details on how audit requests can be completed safely and securely.
Self reporting
Prime account users can run account reports anytime within the Prime platform itself. Statements can be generated in just a few clicks and provided to auditors or other third parties as desired by clients. Please see the article linked below for more information: https://help.coinbase.com/en/prime/reporting
Add auditor user to Prime or create read-only API key
Auditors can be set up with read-only access to Prime client accounts in order to download account statements, invoices and reports directly from the Prime platform or via read-only API to satisfy audit requirements. In order to set this up, please see further details below.
Add Auditor user to Prime account with ‘Auditor’ user role:
https://help.coinbase.com/en/prime/roles-and-permissions/add-team-members
Prime Admin or Team Manager user roles must initiate this access request.
Auditor users require a Yubikey to access Prime.
Set up read-only API key for auditor:
https://help.coinbase.com/en/prime/coinbase-prime-api/creating-a-coinbase-prime-api
Note: Any Prime user with initiator permissions can initiate this access request.
Please note that any requests for Coinbase to engage with a client’s auditor directly must be submitted by a Prime client’s Admin or Authorized Signatory user via email.
For additional support or questions, please reach out to primeops@coinbase.com