Information for Dealers

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?

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