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addy Business
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    • General
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    • 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
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  • Taxes
    • Distributions
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    • Eligible Investors
  • Miscellaneous
    • Everything else
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    • Live addy Team Member
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      Back to home
      1. addy Help Centre
      2. 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
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      addyinvest.ca Help Centre
      • Go to addyinvest.ca