--- title: 🧠 Getting Your Investment Live on addy as a Third-Party Dealer description: What dealers are responsible for — and what addy handles — when launching an offering through the addy platform. --- [Skip to content](https://learning.addyinvest.com/getting-your-investment-live-on-addy-as-a-third-party-dealer#main-content) English Show submenu for translations ![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to addyinvest.ca](https://addyinvest.ca/) [Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en) Hello 👋 How can we help you? - There are no suggestions because the search field is empty. 1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en) 2. [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en) 3. [Issuance support](https://learning.addyinvest.com/information-for-dealers?hsLang=en#issuance-support) # 🧠 Getting Your Investment Live on addy as a Third-Party Dealer ## What dealers are responsible for — and what addy handles — when launching an offering through the addy platform. **👋 Welcome, Dealers!** If you’re an exempt market dealer (EMD) planning to issue your own investment card through addy, this guide walks you through exactly what you’re responsible for — and what the addy team will handle. Let’s break it down step-by-step so your raise goes live smoothly, stays compliant, and gets in front of the right members. #### **✅ What You (The Dealer) Are Responsible For** You’re the dealer of record, so you own the regulatory and compliance functions. That means: - **Creating and configuring your Card**: This is the virtual wallet investors will use to fund investments and receive distributions. - **Approving the Issuer’s offering documentation**: All offering docs must be reviewed and approved by you. - **Conducting all due diligence**: This includes Know Your Product (KYP), Know Your Client (KYC), and suitability reviews. - **Providing a Due Diligence Summary**: You must send a written summary to addy Dealer explaining what due diligence was completed. - **Reviewing and signing off on all marketing materials**: Social posts, emails, Discord posts — they all need your approval before they go out. - **Custody of investor funds**: Investor funds land directly in your trust account — not addy’s. - **Closing the deal**: You trigger the closing once all conditions are met and funds are ready to move to the issuer. - **Interacting with investors**: You’re the point of contact for suitability questions, compliance inquiries, and anything deal-specific. #### **💼 What addy Will Do** We’re your tech and support layer. Here’s what we take care of: - **Setup support**: We’ll help configure your Card and make sure your issuer’s offering is displayed properly on the platform. - **Document upload and implementation**: Once you’ve signed off, we’ll upload offering docs and configure the subscription flow. - **Email, Discord, and in-app comms**: We’ll send or post your approved messages — but we won’t draft or approve them. - **Platform features**: Our software enforces permissions, encryption, and audit trails. We keep the tech running smoothly. - **Member support**: We help members with account setup, wallet troubleshooting, and technical issues. #### **📣 Marketing & Communications** All marketing messages must be: - **100% based on the offering documents** - **Delivered via addy channels (email, Discord, platform) once approved** We’ll never edit or rewrite your materials — just format and post them once you’ve given the green light. #### **💡 Before You Go Live** Before your raise can launch on the addy platform, make sure you’ve completed: ✅ Due diligence on the deal ✅ Offering documents reviewed and finalized ✅ Marketing materials reviewed and approved ✅ addy Business account created ✅ Card configured (funding methods, contribution limits, settlement rules) ✅ Due Diligence Summary submitted to addy Dealer   Once all that’s done, we’ll help make it live.   #### **🏁 After Launch** During the raise, you’re expected to: - Stay active in the dedicated Discord channel - Respond to investor questions (addy won’t comment on investment terms) - Review and approve any live updates before they’re sent out - Handle any investor withdrawals, cancellations, or exceptions #### **❓Got Questions?** If you need help with platform setup, document uploads, or investor account issues — we’re here. If you need help with due diligence, compliance, or suitability — that’s on you as the dealer.   Let’s get your raise live, clean, and compliant 🚀 - [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) - 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