Give another dealer access to your issuer account so they can manage property offerings on your behalf.
If you're an issuer working with a registered exempt market dealer (EMD), you can grant them access to manage your property issuances through your addy Business account. This access allows the dealer to oversee investor transactions, offering materials, and regulatory filings for the selected deals.
Here’s how to invite a dealer to your account:
🔑 Step-by-Step Guide
1. Log in to addy
Go to addy login and sign in using your credentials.
2. Switch to addy Business
Click your avatar (top right corner), then select addy Business from the dropdown.
3. Open Account Settings
In the addy Business dashboard, click the gear icon (⚙️) to open your account settings.
4. Go to the Dealers tab
Inside the settings, you'll see tabs for:
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Profile
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Manage Users
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Dealers
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Security
Click on Dealers.
5. Invite a Dealer
In the Dealers overview, click the Invite Dealer button.
6. Choose a Dealer + Assign Issuances
In the Dealer Invite form:
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Select a dealer from the list of available dealers.
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Check the boxes next to the issuances you want that dealer to manage.
Hit Invite when you're ready.
7. Dealer Accepts the Invite
The dealer will receive an email with the subject “Invited to join [Your Issuer Name] Account”.
When they click Authorize, they’ll see a success message confirming access.
8. View Accepted Invitations
Back in your Dealers tab, you’ll now see the invitation status set to Accepted.
Click the dealer’s name to:
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View their permissions
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Assign or unassign additional issuances
🧠 FAQs
Q: Can I invite more than one dealer?
Yes. You can invite multiple dealers, and each can be assigned to specific issuances.
Q: Can I revoke a dealer’s access?
Yes. You can remove a dealer’s access or reassign issuances at any time from the same Dealers tab.
Q: Do I need to be a registered dealer to issue investments?
No. If you’re relying on exemptions like Accredited Investor or Friends & Family, you don’t need a dealer. But if you’re raising from the public, you’ll need one.