What you’ll need
- Wallet with tokens to swap
- Sufficient native token for gas fees
- Understanding of swap mechanics (slippage, price impact)
Supported DEXs
See the swaps feature overview and Uniswap integration.
Components to configure
Swap execution
Execute swaps via the dashboard or API.Slippage management
Slippage is the difference between expected and executed price. Set appropriate tolerances:Policy controls
Apply policies to DeFi operations for compliance and risk management. See how to create DeFi policies.Policy recommendations
Large swap approvals
Require approval for swaps above a threshold:Velocity limits
Prevent rapid draining through DeFi protocols:AML screening
Screen swap transactions with Chainalysis integration for SEVERE and HIGH alerts. See the compliance solution for KYT integration.Best practices
Check liquidity first
Large swaps can have significant price impact. Before executing:- Get a quote to see expected output
- Check price impact percentage
- Consider splitting into multiple smaller swaps if impact is high
Dedicated DeFi wallets
Separate DeFi operations from other funds:Monitor swap status
Track swap completion via webhooks:swap.completed- Swap successfully executedswap.failed- Swap failed
Staking
DFNS also integrates with staking providers for delegated staking operations. See the staking feature overview and Figment integration.Related solutions
Connect to exchanges
Centralized exchange trading
Define treasury policies
Spending controls
Apply compliance controls
Transaction screening