Setting up Trezor Safe 3 for use with Casa

This article details how to set up (initialize) your Tezor Safe 3 hardware device out of the box for use with Casa.

Not a Casa member yet? You can sign up here.

Trezor devices can be used with both BTC and ETH vaults in the Casa app.

 

What you’ll need

 - Trezor Safe 3 + USB connecting cable
 - Trezor Suite desktop app (alternatively you can use Trezor Suite for web)
 - Recovery seed card and a pen
 - About 15 minutes

To begin, verify the integrity of the device box and the device to ensure that it is free from tampering. Specifically, confirm the cardboard seal on the box and the holographic seal that covers the cable connector on the device have not been tampered with: 

Once your Trezor Safe 3 has been unboxed, head over to https://trezor.io/trezor-suite in your browser. You will have the choice either to download Trezor's desktop app, or use the web suite.

We recommend downloading the desktop app. The following instructions are written for the desktop app.

Once the Trezor Suite desktop app is up and running, click 'Set up my Trezor':

Your Trezor Safe 3 is shipped without firmware, so you'll need to install the latest version by clicking 'Install firmware':

After installing the latest firmware, click 'Continue':

Next, you will see the 'Let's check your device' screen. This crucial step verifies the authenticity of your Trezor Safe 3, ensuring it is genuine and secure for your use. To proceed, simply click 'Start':

Your Trezor Safe 3 will show the 'Authenticate device' screen. To proceed, simply press 'Allow' (right button). Once the device authentication is successfully completed, you can click 'Continue':

Now you'll see the 'Know your Trezor' screen; where you can get familiar with how to use your new Trezor Safe 3:

Follow the tutorial on your Trezor Safe 3 and click 'Continue' in Trezor Suite:

If this is your first time setting up your Trezor, select 'Create new wallet' in the next step. 

After selecting Create new wallet, you have the option to choose between  'Single-share Backup' or 'Multi-share Backup'. In this article, we will walk through the 'Single-share Backup' process; you can read the Trezor blog for an in-depth understanding of the Multi-share method.

Once you choose the 'Single-share backup' option, your Trezor Safe 3 will prompt you to confirm this action. It will then ask you to review and accept the Terms and Conditions. Once you've done that, press the 'Create wallet' button on the right to move forward:

In the next step, you will create a backup by writing down your recovery seed phrase on the provided recovery seed cards. To begin, click 'Continue to backup':

You will then be asked to confirm your understanding of the backup instructions. Once all the instructions are marked with a green check, you can proceed by clicking 'Create wallet backup':

Your Trezor Safe 3 will prompt you to acknowledge the importance of not creating digital copies of your recovery seed. To continue, select 'OK, I understand' by pressing both buttons on the device simultaneously:

Your Trezor Safe 3 will now present you with a sequence of words drawn from the BIP39 word list, which will serve as your recovery seed backup. It is crucial to write down these words in the exact order they are displayed. You can utilize one of the provided recovery seed cards for this purpose to ensure your backup is secure and accurate.

Press 'Show words' (right button) to proceed.

After you have accurately written down all the words in the correct sequence (the Trezor Safe 3 uses a default recovery seed length of 20 words), you will need to confirm this by pressing the 'Hold to confirm' button on the device:

Next, you will need to verify your backup by selecting the words from your recovery seed as prompted by your device. Once you have successfully completed this verification, a message will appear stating, 'You have finished verifying your recovery seed.' At this point, you can proceed by clicking the Continue button:

Now that your wallet backup is successfully completed, you can move on to setting up a PIN. To do this, go to Trezor Suite to see the 'Wallet backup complete' window, and select 'Continue to PIN':

One the next screen, select 'Set PIN':

Your Trezor will then ask 'Turn on PIN protection?'. To proceed, simply press the 'Turn on' button located on the right.

Once you've chosen 'Turn on,' you will need to input your new PIN directly on the Trezor Safe 3 by using the device's buttons.

To enter your desired PIN, use the left and right buttons on the Trezor Safe 3 to navigate through the numbers. When you reach the number you wish to select, press both buttons simultaneously. Remember to be mindful of the cursor's position that will shift each time you make a selection. 

After successfully setting your PIN, your Trezor Safe 3 will show a confirmation message stating ‘PIN protection turned on’. Select 'Continue' to move forward in the setup process:

Trezor Suite will now display the 'PIN set' confirmation window indicating that your PIN has been successfully set:

Click 'Continue' to access the 'Activate Coins' window. Here, you can select which cryptocurrencies you would like to display in Trezor Suite. Keep in mind that you can modify this selection at any time, as well as adjust other advanced settings to suit your preferences.

Once you’re happy with your selection of active coins, click 'Complete setup' and you’re all done:

For a more personalized experience, you can choose a name for your Trezor Safe 3 to tailor it to your Casa vault. For example, you can rename it as 'Home Key', 'Office Key', or 'Safe Key'. Just remember that this action must be confirmed on the Trezor Safe 3 device. Once you are done, click on 'Access Suite' to get started:

Congratulations! You have successfully initialized your Trezor Safe 3, your device is now fully set up and ready be connected to your vault: