---
title: Information for Issuers | addy Help Centre
description: Answers to common questions and other information for Issuers; Directors, Finance, Legal, Analyst
---

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1. [addy Help Centre](https://learning.addyinvest.com/)
2. [Information for Issuers](https://learning.addyinvest.com/information-for-issuers)

# Information for Issuers

 Answers to common questions and other information for Issuers; Directors, Finance, Legal, Analyst

- [Does addy work with Capital Brokers?](https://learning.addyinvest.com/addy-does-not-raise-capital-for-ca)
- [addy requires a signed Letter of Attestation for Court Proceedings](https://learning.addyinvest.com/do-i-need-to-sign-a-letter-of-attestation-for-court-proceedings)
- [Federal Business Number is a mandatory field when doing a Public Raise](https://learning.addyinvest.com/include-your-federal-business-number)
- [As an Issuer how can I download my Corporate Securities Register (CSR)](https://learning.addyinvest.com/as-an-issuer-how-can-i-down-download-my-csr)
- [How do I access the Directors' Consent Resolutions (DCR) for an issuance.](https://learning.addyinvest.com/how-do-i-access-the-director-con)
- [Add a new Category and/or Document Label to a Data Room](https://learning.addyinvest.com/add-a-new-category-and/or-file-label-to-a-data-room)
- [How do I add my entity's bank account?](https://learning.addyinvest.com/how-do-i-add-my-corporate-bank-account)
- [How do I configure Estimated Distribution Schedule for my issuance?](https://learning.addyinvest.com/how-do-i-configure-estimated-distribution-schedule-for-my-issuance)
- [Entity Overview Permissions](https://learning.addyinvest.com/entity-overview-permissions)
- [Data Room Permissions](https://learning.addyinvest.com/data-room-permissions)
- [Issuance Permissions](https://learning.addyinvest.com/issuance-permissions)
- [Transaction Ledger Permissions](https://learning.addyinvest.com/transaction-ledger-permissions)
- [CSR Permissions](https://learning.addyinvest.com/csr-permissions)
- [Directors, Officers, and Signatories Permissions](https://learning.addyinvest.com/directors-officers-signatories-permissions)
- [Distribution Permissions](https://learning.addyinvest.com/distribution-permissions)
- [Raise Capital Permission](https://learning.addyinvest.com/raise-capital-permission)
- [How does my subscription agreement get automatically created?](https://learning.addyinvest.com/how-does-my-subscription-agreement-get-automatically-created)
- [Accountability of the Subscription Agreement](https://learning.addyinvest.com/accountability-of-the-subscription-agreement)
- [Understanding Minimum Required Investment](https://learning.addyinvest.com/understanding-minimum-required-investment)
- [Is a confidentiality agreement provided by addy?](https://learning.addyinvest.com/what-is-our-confidentiality-agreement)
- [Is a subscription agreement provided by addy?](https://learning.addyinvest.com/what-is-our-subscription-agreement)
- [Is a funds flow agreement provided by addy?](https://learning.addyinvest.com/is-a-distribution-agreement-provided-by-addy)
- [Is a share certificate provided by addy?](https://learning.addyinvest.com/what-is-our-share-certificate)
- [Is a DCR distribution agreement provided by addy?](https://learning.addyinvest.com/dcr-distribution-agreement)
- [Are director's consent resolutions provided by addy?](https://learning.addyinvest.com/what-is-our-agreement)
- [Is a pre-authorized debit agreement (PAD) provided by addy?](https://learning.addyinvest.com/is-a-funds-flow-agreement-provided-by-addy-1)
- [Is a T5 provided by addy?](https://learning.addyinvest.com/is-a-t5-provided-by-addy)
- [Is a T5013 provided by addy?](https://learning.addyinvest.com/are-t5013s-provided-by-addy)
- [Quarterly Statements Are Automatically Sent to Investors](https://learning.addyinvest.com/is-a-quarterly-statement-provided-by-addy)
- [What documents are provided when I use addy's software?](https://learning.addyinvest.com/what-documents-are-provided-to-me-when-using-addys-software)
- [What data do I need to provide to addy so I can get approved to raise capital?](https://learning.addyinvest.com/what-due-diligence-documents-should-i-upload-into-addy-business-for-a-successful-public-issuance)
- [What is a Public Issuance?](https://learning.addyinvest.com/what-is-a-public-issuance)

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## Getting started

- [How can I list a property with addy if I haven't done so before?](https://learning.addyinvest.com/how-can-i-list-a-property-with-addy)
- [Signing up for an addy Business account](https://learning.addyinvest.com/signing-up-for-an-addy-business-account)
- [How do I add an entity to my account?](https://learning.addyinvest.com/how-do-i-add-an-entity-to-my-account)
- [How do I add a property to my entity?](https://learning.addyinvest.com/how-do-i-add-a-property-to-my-entity)
- [As an Issuer account owner, how can I add another user to my account?](https://learning.addyinvest.com/as-an-account-owner-how-can-i-add-a-another-person-to-my-account)
- [What should I input for Short Address](https://learning.addyinvest.com/what-should-i-input-for-short-address)
- [What should I input for Property Name](https://learning.addyinvest.com/how-do-i-name-my-property)
- [What are the four real estate strategy types?](https://learning.addyinvest.com/what-are-the-strategy-types)
- [How to Invite a Dealer to Manage Your Issuances](https://learning.addyinvest.com/as-an-issuer-how-can-i-add-a-dealer-to-an-entity)
- [Entity Details: What is the field "Trust Name" used for?](https://learning.addyinvest.com/entity-details-what-is-the-field-trust-name-used-for)
- [What is the "Cost per Security" field used for?](https://learning.addyinvest.com/what-is-the-cost-per-security-used-for)
- [Entity Details: What is the field "Asset Manager" used for?](https://learning.addyinvest.com/entity-details-what-is-the-field-asset-manager-used-for)
- [Entity Details: What is the field "Entity Name" used for?](https://learning.addyinvest.com/entity-details-what-is-entity-name-used-for)
- [How does addy Classify Issuers?](https://learning.addyinvest.com/what-is-my-issuer-classifcation)
- [Where does my Company Name get used?](https://learning.addyinvest.com/where-does-my-company-name-get-used)
- [Issuer onboarding process](https://learning.addyinvest.com/issuer-onboarding-process)
- [What is the Plan field used for?](https://learning.addyinvest.com/what-is-the-plan-field-used-for)
- [What User roles are available on an Issuer Account?](https://learning.addyinvest.com/what-user-roles-are-available-on-an-issuer-account)
- [Are there fees associated with Wire Transfer?](https://learning.addyinvest.com/are-there-fees-associated-with-wire-transfer)
- [What is the "Campaign Start Date"?](https://learning.addyinvest.com/what-is-the-campaign-start-date)
- [What is the "Campaign End Date"?](https://learning.addyinvest.com/what-is-the-campaign-end-date)
- [How to Upload a Headshot to addy Business](https://learning.addyinvest.com/how-to-upload-a-headshot-to-addy-business)
- [How do I fill in the Neighbourhood Highlights section of addy Business?](https://learning.addyinvest.com/how-do-i-fill-in-the-neighbourhood-highlights-section-of-addy-business)
- [🗂️ Data Room Upgrades: External Sharing, Confidentiality, and New Marketing Tab](https://learning.addyinvest.com/%EF%B8%8F-data-room-upgrades-external-sharing-confidentiality-and-new-marketing-tab)
- [🏦 How to Add Mortgage Details on Your Property Page](https://learning.addyinvest.com/how-to-add-mortgage-details-on-your-property-page)

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## Taxes

- [What does addy Business provide for tax filings for Issuers?](https://learning.addyinvest.com/what-does-addy-business-provide-for-tax-filings-for-issuers)
- [What are the categories for classifying a distribution?](https://learning.addyinvest.com/what-are-the-categories-for-classifying-a-distribution)
- [How can I preview and release T5s?](https://learning.addyinvest.com/how-can-i-preview-and-release-t5s)
- [How to Review and Generate T5013 Tax Slips](https://learning.addyinvest.com/how-to-generate-t5013-tax-slips)
- [What are my responsibilities for providing tax forms as an issuer?](https://learning.addyinvest.com/what-are-my-responsibilities-for-providing-tax-forms-as-an-issuer)
- [How does the T5013 Slip generator handle custom values?](https://learning.addyinvest.com/what-is-a-static-value-or-sum-value-for-custom-t5013-boxes)
- [How many decimal places are used for tax reporting?](https://learning.addyinvest.com/how-does-rounding-work-on-tax-calculations)
- [Why are SIN numbers missing from some of the investors?](https://learning.addyinvest.com/why-are-sin-numbers-missing-from-my)

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## Accessing Investor Information

- [What can I download from the Corporate Securities Registrar (CSR) tab?](https://learning.addyinvest.com/what-can-i-download-from-the-corporate-securities-registrar)

## Distributions

- [What date should I choose for my First Estimated Distribution?](https://learning.addyinvest.com/what-date-should-i-choose-for-my-first-estimated-distribution)
- [How is the distribution frequency applied?](https://learning.addyinvest.com/how-is-the-distribution-frequency-applied)
- [How do I recast my estimated Distribution Dates?](https://learning.addyinvest.com/what-happens-to-my-distribution-date)
- [How does the Estimated Disposition Amount field work?](https://learning.addyinvest.com/how-does-the)
- [The Distribution Schedule](https://learning.addyinvest.com/the-distribution-schedule)

## Public Issuance

- [Does addy review deals requiring a Phase II Environmental Site Assessment?](https://learning.addyinvest.com/does-addy-look-at-deals-requiring-a-phase-ii-environmental-site-assessment)
- [What privileges is the addy Squad given when I perform a Public Issuance?](https://learning.addyinvest.com/what-privileges-does-addy-get-by-default)
- [Hiring an Independent Building Inspector](https://learning.addyinvest.com/hiring-an-independent-building-inspector)
- [Launch Checklist requires Dealer Bio / Logo](https://learning.addyinvest.com/how-to-complete-dealer-fields)
- [What do I need in place to raise capital with addy?](https://learning.addyinvest.com/what-do-i-need-in-place-to-raise-capital-with-addy)
- [What does it mean when an issuance is Coming Soon?](https://learning.addyinvest.com/what-does-it-mean-when-an-issuance-is-coming-soon)
- [What does each issuance status mean?](https://learning.addyinvest.com/what-does-it-mean-when-an-issuance-is-property-launch)
- [What should I input for Primary Address](https://learning.addyinvest.com/what-should-i-input-for-primary-address)
- [What is the Primary Image?](https://learning.addyinvest.com/what-is-the-primary-image)
- [What is a mini prop image?](https://learning.addyinvest.com/what-is-a-mini-prop)
- [What is a mini prop sticker?](https://learning.addyinvest.com/what-is-a-mini-prop-sticker)
- [What is the Offering Date?](https://learning.addyinvest.com/what-is-the-offering-date)
- [What is the Confirmation Email Visual?](https://learning.addyinvest.com/what-is-the-confirmation-email-image)
- [What is the Confirmation Email Headline?](https://learning.addyinvest.com/what-is-the-confirmation-email-headline)
- [What are Property Highlights?](https://learning.addyinvest.com/what-are-property-highlights)
- [What is Property Description?](https://learning.addyinvest.com/what-is-property-description)
- [What is a Parcel Identifier (PID) or Property Identification Number (PIN)?](https://learning.addyinvest.com/what-is-a-parcel-identifier-pid)
- [What is a Security Name?](https://learning.addyinvest.com/what-is-a-security-name)
- [What should I input for Entity Address?](https://learning.addyinvest.com/what-should-i-input-for-entity-address)
- [How do I assign a Primary Signatory?](https://learning.addyinvest.com/how-do-i-assign-a-primary-signer)
- [How do I enter Issuer Contact Person Address?](https://learning.addyinvest.com/how-do-i-enter-issuer-contact-person-address)
- [How do I upload my Issuer logo and bio?](https://learning.addyinvest.com/how-do-i-upload-my-issuer-logo-and-bio)
- [What documents does the dealer need for due diligence for a Public Issuance?](https://learning.addyinvest.com/what-documents-does-the-dealer-need-for-a-public-issuance)
- [What do I input into IRR?](https://learning.addyinvest.com/what-do-i-input-into-irr)
- [What do I input into ROI?](https://learning.addyinvest.com/what-do-i-input-into-roi)
- [Why can't I edit my addy Business account?](https://learning.addyinvest.com/why-cant-i-edit-my-addy-business-account)
- [Summary of Key Canadian Securities Exemptions](https://learning.addyinvest.com/exemption-types)
- [🚫 Policy: Breach of Property Update Terms by Issuers](https://learning.addyinvest.com/policy-breach-of-property-update-terms-by-issuers)

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## General

- [How do I accept an invite to addy Business?](https://learning.addyinvest.com/how-do-i-accept-an-invite-to-addy-business-1)
- [How can I invite users to my addy Business account?](https://learning.addyinvest.com/as-an-account-owner-how-can-i-manage-the-permissions-of-people-who-have-access)
- [📬 How to Provide a Property Update as an Issuer](https://learning.addyinvest.com/how-do-i-provide-an-update-for-my-property)
- [Settled funds Details](https://learning.addyinvest.com/a-note-on-settled-funds)
- [Information for Issuers about Reports of Exempt Distribution (RED reports)](https://learning.addyinvest.com/information-for-issuers-about-reports-of-exempt-distribution-red-reports)
- [Issuers: Information about system generated emails](https://learning.addyinvest.com/issuers-information-about-system-generated-emails)
- [What happens when I initiate a close for an issuance?](https://learning.addyinvest.com/what-happens-when-i-initiate-a-close-for-an-issuance)
- [How is the Estimated Term field used?](https://learning.addyinvest.com/how-is-the-estimated-term-field-used)
- [🔒 Issuer Policy on the Protection of Personally Identifiable Information (PII)](https://learning.addyinvest.com/issuer-policy-on-the-protection-of-personally-identifiable-information-pii)

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## Menu Options

- [How do I set my Disclaimer?](https://learning.addyinvest.com/how-do-i-set-my-disclaimer)
- [How do I set a different (lower) max investment limit for a specific subscriber?](https://learning.addyinvest.com/how-do-i-set-a-different-lower-max-investment-limit-for-a-specific-subscriber)
- [Manually verify or update KYC status](https://learning.addyinvest.com/manually-verify-or-update-kyc-status)
- [Issuers: Adding a director, officer or signatory to your account](https://learning.addyinvest.com/issuers-adding-a-director-officer-or-signatory-to-your-account)
- [Is your account owner an Entity Director?](https://learning.addyinvest.com/select-entity-director)
- [Uploading documents to the Data Room](https://learning.addyinvest.com/uploading-documents-to-the-data-room)
- [Navigating the Data Room](https://learning.addyinvest.com/navigating-the-data-room)
- [How to prepare and send a distribution](https://learning.addyinvest.com/how-to-prepare-and-send-a-distribution)
- [Using the Asset Release Notification tool](https://learning.addyinvest.com/using-the-asset-release-notification-tool)

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## Automated Emails and Notifications for Investors

- [What is the "Purchase Approved Email" and when is it triggered?](https://learning.addyinvest.com/what-is-the-purchase-approved-email-and-when-is-it-triggered)
- [What is the "Almost Sold Out" Notification and when is it triggered?](https://learning.addyinvest.com/what-is-the-almost-sold-out-notification-and-when-is-it-triggered)
- [What is the "Property Copped" email and when is it triggered?](https://learning.addyinvest.com/what-is-the-property-copped-email-and-when-is-it-triggered)
- [What is the "Certificate" email and when is it triggered?](https://learning.addyinvest.com/what-is-the-certificate-email-and-when-is-it-triggered)
- [What is the "distribution wallet entry" and when is it triggered?](https://learning.addyinvest.com/what-is-the-distribution-email-and-when-is-it-triggered)
- [What is the "Upcoming property notification" email and when is it triggered?](https://learning.addyinvest.com/what-is-the-upcoming-property-notification-email-and-when-is-it-triggered)
- [What is the "recent property update notification" email and when is it triggered?](https://learning.addyinvest.com/what-is-the-recent-property-update-notification-email-and-when-is-it-triggered)
- [What does the property nickname look like in the addyverse](https://learning.addyinvest.com/what-does-the-property-nickname-look-like-in-the-addyverse)
- [What does the property nickname look like in an investor's investment history](https://learning.addyinvest.com/what-does-the-property-nickname-look-like-in-an-investors-investment-history)
- [What does the property nickname look like in iOS app distribution notifications?](https://learning.addyinvest.com/what-does-the-property-nickname-look-like-is-ios-app-distribution-notifications)
- [What does the property nickname look like in iOS property status notifications](https://learning.addyinvest.com/what-does-the-property-look-like-in-ios-property-status-notifications)

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## Wallets and Funding

- [Wallet Permissions](https://learning.addyinvest.com/wallet-permissions)
- [Issuers: How are my investors notified of a distribution I just paid?](https://learning.addyinvest.com/issuers-how-are-my-investors-notified-of-a-distribution-i-just-paid)
- [Private Issuer: Selecting payment options for Private Issuances](https://learning.addyinvest.com/selecting-payment-options-for-private-issuances)
- [💸 How to Add Funds to Your Wallet to Distribute to Investors](https://learning.addyinvest.com/how-to-add-funds-to-your-wallet-to-distribute-to-investors)

## Closing an Issuance

- [What to input into actual ROI?](https://learning.addyinvest.com/what-to-input-into-actual-roi)
- [What to input into actual IRR?](https://learning.addyinvest.com/what-to-input-into-actual-irr)
- [What to input into the Actual Term?](https://learning.addyinvest.com/what-to-input-into)
- [What is a Report of Exempt Distribution? How do I get the data to file one?](https://learning.addyinvest.com/reports-of-exempt-distribution)
- [Exit distribution notifications](https://learning.addyinvest.com/exit-distribution-notifications)
- [What is a Primary Signatory?](https://learning.addyinvest.com/what-is-a-primary-signatory)
- [Transaction Ledger Summaries](https://learning.addyinvest.com/transaction-ledger-summaries)
- [Updating Your Minute Book After a Closing on Addy](https://learning.addyinvest.com/updating-your-minute-book-after-a-closing-on-addy)
- [How to access RED filing information after a closing](https://learning.addyinvest.com/how-to-access-red-filing-information-after-a-closing)
- [Private Issuer: How to record receipt of payment for Wires and/or Interac payments.](https://learning.addyinvest.com/how-to-record-receipt-of-payment-for-wires-and/or-interac-payments)
- [📄 New! Closing Docs, All in One Place](https://learning.addyinvest.com/new-closing-docs-all-in-one-place)
- [🧾 Why am I getting a “Title” error when trying to close?](https://learning.addyinvest.com/why-do-i-receive-an-error-about-title-when-attempting)

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## Transaction Ledgers

- [Issuers: Closing Transactions on the Transaction Ledger](https://learning.addyinvest.com/issuers-closing-transactions-on-the-transaction-ledger)
- [Transaction Ledger - Payment statuses](https://learning.addyinvest.com/transaction-ledger-payment-statuses)
- [Transaction Ledger Status: Dealer Approved](https://learning.addyinvest.com/transaction)
- [Transaction Ledger Status: Pending Dealer Approval](https://learning.addyinvest.com/transaction-ledger-pending-dealer-approval)
- [Transaction Ledger Status: Pending KYC](https://learning.addyinvest.com/transaction-ledger-status-pending-kyc)
- [Transaction Ledger Status: Pending Suitability](https://learning.addyinvest.com/transaction-ledger-status-pending-suitability)
- [Transaction Ledger Status: Pending Funds Settlement](https://learning.addyinvest.com/transaction-ledger-status-pending-funds-settlement)
- [Transaction Ledger Status: Failed](https://learning.addyinvest.com/transaction-ledger-status-failed)
- [What is the Property Nickname field used for?](https://learning.addyinvest.com/what-is-the-property-nick-name-used-for)
- [Issuer: Can addy handle multiple prices for securities](https://learning.addyinvest.com/issuer)

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## Private issuance

- [Private issuance statuses](https://learning.addyinvest.com/issuance-status-for-private-issuances)
- [What is a private issuance?](https://learning.addyinvest.com/what-is-a-private-issuance)
- [Private Issuance Quickstart Guide](https://learning.addyinvest.com/private-issuance-quickstart-guide)
- [Private Issuance Distribution Notifications](https://learning.addyinvest.com/private-issuance-distribution-notifications)
- [How to Invite Investors to My Private Issuance](https://learning.addyinvest.com/how-to-invite-friends-family-and-business-associates-to-your-private-issuance)
- [How to Invite Employees to your Private Issuance](https://learning.addyinvest.com/how-to-invite-employees-to-your-private-issuance)
- [What is the minimum investment per investor field and how does it work?](https://learning.addyinvest.com/what-is-the-minimum-investment-per-investor-field-and-how-does-it-work)
- [How do I open my private issuance to all accredited investors on addy?](https://learning.addyinvest.com/how-do-i-open-my-private-issuance-to-all-accredited-investors-on-addy)
- [States for Private Issuance Transactions](https://learning.addyinvest.com/states-for-private-issuance-transactions)
- [How can I use my own custom landing page?](https://learning.addyinvest.com/how-can-i-use-my-own-custom-landing-page)
- [How to accept off-network and wire payments](https://learning.addyinvest.com/how-to-accept-off-network-payments)
- [Import external investments into addy Business](https://learning.addyinvest.com/import-external-investments-into-addy-business)

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## Debt Issuances

- [How do I set up a debt issuance?](https://learning.addyinvest.com/how-do-i-set-up-a-debt-issuance)
- [What is estimated return?](https://learning.addyinvest.com/what-is-estimated-return)
- [What to input for Loan-To-Value?](https://learning.addyinvest.com/what-to-input-for-loan-to-value)
- [What do I input into Actual Interest Paid?](https://learning.addyinvest.com/what-do-i-input-into-actual-interest-paid)

## The Offering Document

- [How does item 2 of the offering document get generated?](https://learning.addyinvest.com/how-does-item-2-of-the-offering-document-get-generated)
- [Providing Director Information](https://learning.addyinvest.com/how-does-item-4-of-the-offering-document-get-generated)
- [How is item 5 of the offering document generated?](https://learning.addyinvest.com/how-is-item-5-of-the-offering-document-generated)

## Subscription Agreement Template

- [Page 3 of the Subscription Agreement template provided by addy](https://learning.addyinvest.com/page-3-of-the-subscription-agreement-template-provided-by-addy)
- [Schedule E of the Subscription Agreement Template](https://learning.addyinvest.com/schedule-e-of-the-subscription-agreement-template)

## Perks

- [Providing Perks to Investors: What to know](https://learning.addyinvest.com/providing-perks-to-investors-what-to-know)

## AI Tools

- [🧰 How does MasterFormat analysis + vendor quoting work?](https://learning.addyinvest.com/how-does-masterformat-analysis-vendor-quoting-work)
- [🧑‍⚖️ Court Check for Directors & Related Entities](https://learning.addyinvest.com/lawsuit-lookup-records)
- [🤖 What’s the Investment Summary Agent?](https://learning.addyinvest.com/whats-the-investment-summary-agent)

- [Information for Members](https://learning.addyinvest.com/information-for-members#main-content)

    - [General](https://learning.addyinvest.com/information-for-members#general)
    - [Distributions](https://learning.addyinvest.com/information-for-members#distributions)
    - [Fees and Expenses](https://learning.addyinvest.com/information-for-members#fees-and-expenses)
    - [Your addy Account](https://learning.addyinvest.com/information-for-members#your-addy-account)
    - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members#exempt-market-dealer-funding-portals)
    - [Due Diligence](https://learning.addyinvest.com/information-for-members#due-diligence)
    - [Taxes](https://learning.addyinvest.com/information-for-members#taxes)
    - [Referrals](https://learning.addyinvest.com/information-for-members#referrals)
    - [Adding CAD Funds](https://learning.addyinvest.com/information-for-members#adding-cad-funds)
    - [Withdrawing Funds](https://learning.addyinvest.com/information-for-members#withdrawing-funds)
    - [USD Funds](https://learning.addyinvest.com/information-for-members#usd-funds)
    - [Bank Account Linking](https://learning.addyinvest.com/information-for-members#bank-account-linking)
    - [Eligible Investors](https://learning.addyinvest.com/information-for-members#eligible-investors)
    - [Real Estate Fund](https://learning.addyinvest.com/information-for-members#real-estate-fund)
    - [Hard Money Loans](https://learning.addyinvest.com/information-for-members#hard-money-loans)
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