- addy Help Centre
- Information for Issuers
- Getting started
-
Information for Members
- General
- Distributions
- Fees and Expenses
- Your addy Account
- Exempt Market Dealer/Funding Portals
- Due Diligence
- Taxes
- Referrals
- Adding CAD Funds
- Withdrawing Funds
- USD Funds
- Bank Account Linking
- Eligible Investors
- Real Estate Fund
- Hard Money Loans
- Corporate Accounts
- USA Offerings
- Perks
- EFT Transactions
- Cards
-
Information for Issuers
- Getting started
- Taxes
- Accessing Investor Information
- Distributions
- Public Issuance
- General
- Menu Options
- Automated Emails and Notifications for Investors
- Wallets and Funding
- Closing an Issuance
- Transaction Ledgers
- Private issuance
- Debt Issuances
- The Offering Document
- Subscription Agreement Template
- Perks
- AI Tools
-
Information for Dealers
-
FAQs
-
I need human support
-
Information for Accredited Investors
-
Hard Money Loans
-
addy Intelligence
-
Information for Card Issuers
As an Issuer, how can I add a dealer to an entity?
Steps to add a dealer to an entity
1. In the admin section of your addy Business account, select Manage Dealers
2. Select "Invite Dealer" in the top right corner
3. Select the dealer you wish to invite from the dropdown menu, and add them to the entity you are attaching them to.
4. Select the invite button, and the dealer will be notified to accept the invitation.
Note: While the Dealer is authorized to your account they will have access to the following items.
- CSR (Ability to download Subscription Agreements only - not the CSR itself)
- Ability to download and manage transactions via the Transaction Ledger
- Details of the Entity and Property
- Data Room (Legal, Finance, and Real Estate)
The access can be revoked at any time by simply removing the Dealer from the Entity.