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addy Business

Information for Issuers and Dealers on how to navigate addy Business.

As an Issuer or Dealer how can I pull the email list of the investors within a specific entity?

Dealers and Dealing Reps

As a Dealer Principle how to do I sign up for an account?

As a Dealer Principle, how do I setup my account?

How do I setup my Dealing Representatives?

As a Dealer, how do I add my bank account?

Dealers: Utilizing the Transaction ledger to approve KYC, suitability and transactions

Dealers: How do I set my account details?

Dealers: What does my bio and logo look like to investors?

Dealers: Information about system generated emails

Dealers: How to use the Suitability field to cancel a transaction due to lack of suitability

Dealing Reps: What is my "preferred contact email" used for?

How do I invite a user to my dealer account?

What is a "Funds Flow Agreement"?

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Issuers: Getting Started

Signing up for an addy Business account

How do I add an entity to my account?

How do I add a property to my entity?

As an Issuer account owner, how can I add a another person to my account?

As an Issuer, how can I add a dealer to an entity?

What do the different subscription agreement fields mean?

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Issuers: General

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

Information for Issuers about Reports of Exempt Distribution (RED reports)

Issuers: Information about system generated emails

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Issuers: 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

What is the Property Nickname field used for?

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Wallets and Funding

What are my responsibilities for providing tax forms as an issuer?

Issuers: How are my investors notified of a distribution I just paid?

Automated Emails and Notifications for Investors

What is the "Purchase Approved Email" and when is it triggered?

What is the "Almost Sold Out" Notification and when is it triggered?

What is the "Property Copped" email and when is it triggered?

What is the "Upcoming property notification" email and when is it triggered?

What is the "Certificate" email and when is it triggered?

What is the "distribution wallet entry" and when is it triggered?

What is the "recent property update notification" email and when is it triggered?

What does the property nickname look like in the addyverse

What does the property nickname look like in an investor's investment history

What does the property nickname look like in iOS app distribution notifications?

What does the property nickname look like in iOS property status notifications

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Issuers: Getting setup

Entity Details: What is "Entity Name" used for?