Long-term holders don’t want to tweak tools every week—they want confidence that everything works when it matters. Trezor Suite supports this mindset with dependable account views, careful confirmations, and a labeling system that makes yearly reviews painless. The secret is ritual: short, predictable checkups that prevent surprises.
Once a quarter, open Suite, connect your device, and walk through a five-minute review: confirm balances, refresh accounts, inspect labels for accuracy, and export a snapshot for your records. If firmware or app updates are available, schedule them after the review, not during it. That separation keeps your audit trail tidy.
Create separate accounts for long-term holdings, near-term spending, and tax obligations. The visual separation helps you respect your own plan and prevents accidental commingling that complicates reporting later.
Write labels in plain language: “rebalance to cold,” “gift,” or “business income.” In twelve months, those notes will save hours of guesswork. Consistency beats cleverness—use the same verbs and nouns each time.
Verify that your recovery words are legible and stored in two locations. Consider a sealed envelope system with clear instructions for trusted parties. Suite never asks for your words; all confirmations happen on the device.
Use a calm sequence: reseat the cable, try another port, relaunch Suite, and check for OS permission prompts. If the view seems stale, refresh accounts or rescan. Your funds are secured by the hardware wallet; Suite simply refreshes the map.
Document what fixed the issue—your future self will thank you.