addy Help Centre
Go to addyinvest.ca
Information for Dealers
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
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
Information for Dealers
CCO / UDP
FAQs
USD
I need human support
Sponsors
Hôtel Château des Tourelles by HoneyTree Grow
Hard Money Loans
Back to home
addy Help Centre
Information for Dealers
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
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
Information for Dealers
CCO / UDP
FAQs
USD
I need human support
Sponsors
Hôtel Château des Tourelles by HoneyTree Grow
Hard Money Loans
Information for Dealers
Answers to common questions and other information for Dealers; UDP, CCO, Dealing Rep
CCO / UDP
As a Dealer CCO/UDP how to do I sign up for an account?
As a Dealer Principle, how do I setup my account?
How do I setup my Dealing Representatives?
As a Dealer, how do I add my bank account?
Dealers: Utilizing the Transaction ledger to approve KYC, suitability and transactions
Dealers: How do I set my account details?
Dealers: What does my bio and logo look like to investors?
Dealers: Information about system generated emails
Dealers: How to use the Suitability field to cancel a transaction due to lack of suitability
Dealing Reps: What is my "preferred contact email" used for?
How do I invite a user to my dealer account?
What is a "Funds Flow Agreement"?
As an Issuer or Dealer how can I pull the email list of the investors within a specific entity?
See more