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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
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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
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Information for Dealers
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FAQs
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I need human support
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Information for Accredited Investors
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Hard Money Loans
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addy Intelligence
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Information for Card Issuers
Dealers: How do I set my account details?
Setting up your private and public details
1. Login to addy Business
2. Select the gear to the far right of the account name
3. Click Account Details
4. The first option is to select a logo, to be displayed Internally, and confirm your account name. Click on the first addy logo, in the circle, to change your logo.
5. Select the second logo (can be the same as the first). The difference is, this one will be public.
Fill in a short bio to be displayed publicly, on the "buy property" page, as well.
6. Fill in Funding Portal Entity Name and Address, and provide business number backup by clicking to upload.
7. Select the jurisdiction your business is located in from the dropdown menu.
8. Hit the save button and you're done!