---
title: As a Dealer CCO/UDP how to do I sign up for an account?
description: If you are the CCO or other head of your EMD, follow these steps to sign up for an account
---

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1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en)
2. [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en)
3. [CCO / UDP](https://learning.addyinvest.com/information-for-dealers?hsLang=en#cco-udp)

# As a Dealer CCO/UDP how to do I sign up for an account?

## If you are the CCO or other head of your EMD, follow these steps to sign up for an account

Currently new dealer accounts are setup manually by the addy team.

To setup a new account, email support@addyinvest.com 

After receiving confirmation that the account has been setup, Dealer account owner will need to login through the [addy Business Login](https://app.addyinvest.com/addyBusiness/login) page and setup their 2FA at which point they will have access to their addy Dealer account.

To complete the Dealer account setup follow the instructions [here](https://learning.addyinvest.com/as-a-dealer-principle-how-do-i-finish-setting-up-my-account?hsLang=en).

- [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content)

    - [General](https://learning.addyinvest.com/information-for-members?hsLang=en#general)
    - [Distributions](https://learning.addyinvest.com/information-for-members?hsLang=en#distributions)
    - [Fees and Expenses](https://learning.addyinvest.com/information-for-members?hsLang=en#fees-and-expenses)
    - [Your addy Account](https://learning.addyinvest.com/information-for-members?hsLang=en#your-addy-account)
    - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals)
    - [Due Diligence](https://learning.addyinvest.com/information-for-members?hsLang=en#due-diligence)
    - [Taxes](https://learning.addyinvest.com/information-for-members?hsLang=en#taxes)
    - [Referrals](https://learning.addyinvest.com/information-for-members?hsLang=en#referrals)
    - [Adding CAD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#adding-cad-funds)
    - [Withdrawing Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#withdrawing-funds)
    - [USD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#usd-funds)
    - [Bank Account Linking](https://learning.addyinvest.com/information-for-members?hsLang=en#bank-account-linking)
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    - [Hard Money Loans](https://learning.addyinvest.com/information-for-members?hsLang=en#hard-money-loans)
    - [Corporate Accounts](https://learning.addyinvest.com/information-for-members?hsLang=en#corporate-accounts)
    - [USA Offerings](https://learning.addyinvest.com/information-for-members?hsLang=en#usa-offerings)
    - [Perks](https://learning.addyinvest.com/information-for-members?hsLang=en#perks)
    - [EFT Transactions](https://learning.addyinvest.com/information-for-members?hsLang=en#eft-transactions)
    - [Cards](https://learning.addyinvest.com/information-for-members?hsLang=en#cards)
- [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#main-content)

    - [Getting started](https://learning.addyinvest.com/information-for-issuers?hsLang=en#getting-started)
    - [Taxes](https://learning.addyinvest.com/information-for-issuers?hsLang=en#taxes)
    - [Accessing Investor Information](https://learning.addyinvest.com/information-for-issuers?hsLang=en#accessing-investor-information)
    - [Distributions](https://learning.addyinvest.com/information-for-issuers?hsLang=en#distributions)
    - [Public Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#public-issuance)
    - [General](https://learning.addyinvest.com/information-for-issuers?hsLang=en#general)
    - [Menu Options](https://learning.addyinvest.com/information-for-issuers?hsLang=en#menu-options)
    - [Automated Emails and Notifications for Investors](https://learning.addyinvest.com/information-for-issuers?hsLang=en#automated-emails-and-notifications-for-investors)
    - [Wallets and Funding](https://learning.addyinvest.com/information-for-issuers?hsLang=en#wallets-and-funding)
    - [Closing an Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#closing-an-issuance)
    - [Transaction Ledgers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#transaction-ledgers)
    - [Private issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#private-issuance)
    - [Debt Issuances](https://learning.addyinvest.com/information-for-issuers?hsLang=en#debt-issuances)
    - [The Offering Document](https://learning.addyinvest.com/information-for-issuers?hsLang=en#the-offering-document)
    - [Subscription Agreement Template](https://learning.addyinvest.com/information-for-issuers?hsLang=en#subscription-agreement-template)
    - [Perks](https://learning.addyinvest.com/information-for-issuers?hsLang=en#perks)
    - [AI Tools](https://learning.addyinvest.com/information-for-issuers?hsLang=en#ai-tools)
- [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en#main-content)

    - [Dealing Representatives](https://learning.addyinvest.com/information-for-dealers?hsLang=en#dealing-representatives)
    - [CCO / UDP](https://learning.addyinvest.com/information-for-dealers?hsLang=en#cco-udp)
    - [Issuance support](https://learning.addyinvest.com/information-for-dealers?hsLang=en#issuance-support)
- [FAQs](https://learning.addyinvest.com/faqs?hsLang=en#main-content)

    - [USD](https://learning.addyinvest.com/faqs?hsLang=en#usd)
- [I need human support](https://learning.addyinvest.com/i-need-human-support?hsLang=en)
- [Information for Accredited Investors](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#main-content)

    - [Accredited Investor Categories](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#accredited-investor-categories)
    - [FAQ](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#faq)
- [Hard Money Loans](https://learning.addyinvest.com/hard-money-loans?hsLang=en#main-content)

    - [For Borrowers](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-borrowers)
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- [addy Intelligence](https://learning.addyinvest.com/addy-intelligence?hsLang=en#main-content)

    - [AI Agents](https://learning.addyinvest.com/addy-intelligence?hsLang=en#ai-agents)
- [Information for Card Issuers](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#main-content)

    - [EFT](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#eft)
    - [Interac](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#interac)
    - [Wire Transfer](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#wire-transfer)
    - [General](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#general)
    - [Fund Management](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#fund-management)

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