addy Help Centre
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addy Business
FAQs
addy Business
General
Menu Options
Transaction Ledgers
Wallets and Funding
Information for Users and Members
General
Distributions
Fees and Expenses
Your addy Account
Exempt Market Dealer/Funding Portals
Information for Dealers
Information for Issuers
Let’s link and build!
About addy
All about us
Referrals
Referrals
Using your Wallet
Adding CAD Funds
Withdrawing Funds
USD Funds
Taxes
Distributions
Eligible Investors
Eligible Investors
Miscellaneous
Everything else
I need human support
Live addy Team Member
Hôtel Château des Tourelles by HoneyTree Grow
Hôtel Château des Tourelles
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addy Help Centre
addy Business
FAQs
addy Business
General
Menu Options
Transaction Ledgers
Wallets and Funding
Information for Users and Members
General
Distributions
Fees and Expenses
Your addy Account
Exempt Market Dealer/Funding Portals
Information for Dealers
Information for Issuers
Let’s link and build!
About addy
All about us
Referrals
Referrals
Using your Wallet
Adding CAD Funds
Withdrawing Funds
USD Funds
Taxes
Distributions
Eligible Investors
Eligible Investors
Miscellaneous
Everything else
I need human support
Live addy Team Member
Hôtel Château des Tourelles by HoneyTree Grow
Hôtel Château des Tourelles
addy Business
Information for Issuers and Dealers on how to navigate addy Business.
General
As an Issuer, how can I add a dealer to an entity?
As an account owner, how can I add a another person to my account?
How do I accept an invite to addy Business?
As an account owner, how can I manage the permissions of people who have access?
How do I provide an update for my property?
A note on settled funds
How do I add an entity to my account?
How do I add a property to my entity?
Signing up for an addy Business account
See more
Menu Options
How do I set my Disclaimer?
How do I set a different (lower) max investment limit for a specific subscriber?
Manually verify or update KYC status
Issuers: Adding a director, officer or signatory to your account
Is your account owner an Entity Director?
Adding Investor facing confidential due diligence
Uploading documents to the Data Room
Navigating the data room
How to prepare and send a distribution
See more
Transaction Ledgers
Issuers: Closing Transactions on the Transaction Ledger
Transaction Ledger - Payment statuses
Transaction Ledger Status: Dealer Approved
Transaction Ledger Status: Pending Dealer Approval
Transaction Ledger Status: Pending KYC
Transaction Ledger Status: Pending Suitability
Transaction Ledger Status: Pending Funds Settlement
Transaction Ledger Status: Failed
See more
Wallets and Funding
How do I add a wallet?
Adding a bank account for deposit or withdrawal purposes