addy Help Centre
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Information for Members
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
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
Information for Dealers
CCO / UDP
FAQs
USD
I need human support
Sponsors
Hôtel Château des Tourelles by HoneyTree Grow
Hard Money Loans
For Borrowers
For Lenders
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addy Help Centre
Information for Members
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
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
Information for Dealers
CCO / UDP
FAQs
USD
I need human support
Sponsors
Hôtel Château des Tourelles by HoneyTree Grow
Hard Money Loans
For Borrowers
For Lenders
Information for Members
Understand how our platform works.
How do addy investors make money?
How does addy ensure raised capital goes into the entity that holds title or will hold title to the asset?
Does addy search for court proceedings?
What documents should I expect to see in the data room?
Are you a Politically Exposed Person?
TREZ CAPITAL - TERMS OF ENGAGEMENT
How do I use my Income Ladder?
Information for will executors
How to submit a name change request
Want to earn $25 toward an investment? Share your property update with us
Understanding credit offerings on addy: your guide to common questions
What is a Property Title?
What are Cap Rates?
What is LTV?
How does Interest Rates Affect Property Vale?
What is a Triple Net Lease?
How Unemployment Rates affect Property Values?
Understanding Absorption Rate in Real Estate
What is Bid/Ask Spread in Real Estate
What is Effective Gross Income Multiple
What is an Official Community Plan?
How Does Changes in Zoning Affect Property Value?
How does Rent Control Affect Property Values?
How Does Population Growth Affect Property Values?
How Inflation Affects Property Values?
How does Property Tax Affect Property Value?
How does Cost of Insurance Affect Property Values
General
How much can I invest?
Why can’t Quebec residents invest in certain properties?
Can I sell my shares?
Can I list a beneficiary for my investment?
Is there leverage on any of the properties?
What does countersigning mean?
Does addy invest in the deals?
What happens if addy goes bankrupt?
Is addy a REIT?
Crowdfunding Documents vs. Offering Memoranda
More information about the $10,000 investment limit
What is the Subscriber Distribution Table
How do I delete my account?
What steps does addy take to ensure my investment gets to where it should be?
Information about Minimum and Maximum Securities for Sale
Perkins CAD Day info
The Dealing Representative denied my investment - what are my options?
How can I change the exemption of my share purchase to qualify for a higher amount?
How do I cancel my share or unit investment
How do I request rescission of my share or unit investment
What are the steps involved in closing a Issuance on addy?
Understanding Loan Position: A Comprehensive Guide
Cash Calls in Real Estate Investments
See more
Distributions
What happens if a property doesn’t reach the target amount?
What is an Owners’ Day (aka a distribution)
What is an Ex-Dividend Date?
Why are there no future projections on my Income Ladder for a specific property?
Fees and Expenses
Possible fees associated with USD wallets
How are taxes, insurance, expenses paid?
Does addy charge any fees?
As an investor what is the extent of my liability?
Who handles the property management?
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Your addy Account
How do I change my address?
Why do I need to verify my account again?
How do I reset my password?
What do I do if my email verification isn’t working?
How do I set my addy handle?
How to sign manually created paperwork in your portfolio
Verification Process
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Exempt Market Dealer/Funding Portals
What is a “Confirmation of Crowdfunding Distribution”?
What is a “Notice of Asset Release”?
What is a quarterly statement?
What is Atlas One Digital Securities Inc.?
What is a Funding Portal?
What is an Exempt Market Dealer (EMD)?
Dealer Relationship Disclosure Agreement
What is the "Legal Update Regarding The Isaac on the 9th" I just received?
See more
Due Diligence
What needs to be present to enable an Issuer to have multiple Public Issuances on addy?
How is the Internal Rate of Return (IRR) calculated for Issuances?
What is a Proforma and how is it used?
What to Look for in a Track Record
What is a Limited Partnership Agreement or Shareholders Agreement?
What are floor rates and how do they affect me?
Understanding Loan-to-Value (LTV) Ratio: Why It Matters
Exploring Loan Terms: What You Need to Know
Decoding Interest Rates: Essential Information
Understanding Amortization: Breaking Down Your Payments
Exploring Recourse: Protecting Lenders and Borrowers
Understanding Security in Lending: Key Concepts
How do I use the addy Proforma
The Importance of Title Searches
What is Loan-To-Value?
Why is Computershare Listed on Mortgage Titles?
See more
Taxes
How are my distributions taxed?
When can I expect my tax documents and how do I access them?
Will I get a T5 or a T5013 tax slip for my investment?
What happens if I move to a province or country where addy isn’t available?
If I invest in a US property will I have any USD tax implications?
Do I need to pay property transfer tax?
Do I have to file a report or claim anything under the Federal Underused Housing Tax (UHT)?
What properties received 2023 tax slips?
What is my SIN number used for?
See more
Referrals
How do I get my referral bonus?
How long does it take to apply my referral bonus?
I haven’t received my referral bonus, what can I do?
I did not use my friend’s referral link while signing up. Can I still receive my bonus?
Adding CAD Funds
Depositing funds via Interac
Add CAD funds via bank transfer (EFT)
How do I cancel my add funds request?
How to recover a missing Interac deposit
Do I get a receipt when the Electronic Funds Transfer (EFT) transaction is complete?
I received an email notifying me that my EFT failed due to an error. What happened?
What is an EFT?
What is Instant Funding?
How long does it take for my funds to show up in my addy wallet?
What happens if I have non-sufficient funds on an EFT I initiated?
What are guaranteed funds?
Why some funds are not available
See more
Withdrawing Funds
How long does it take to verify my bank account for withdrawal purposes?
How do I withdraw my funds?
What does an addy withdrawal look like in my bank account?
Why can’t I withdraw my funds?
I want to withdraw more than $500
See more
USD Funds
How to withdraw from your USD addy wallet
Automatically pair your USD account with Plaid
Why is my available balance less than my wallet balance?
How to obtain a Direct Deposit form for your Simplii USD Savings Account
How to obtain a void cheque for your Simplii Financial USD Chequing account
What Canadian FIs offer USD bank accounts?
See more
Bank Account Linking
How to add, remove or change your linked bank account
Information about Pre-Authorized Debit (PAD) agreements
Eligible Investors
How do I qualify as an Eligible Investor in British Columbia?
How do I qualify as an Eligible Investor in Alberta?
How do I qualify as an Eligible Investor in Saskatchewan?
How do I qualify as an Eligible Investor in Ontario?
What is the suitability questionnaire?
What is an Eligible Investor?
What is the Eligible Investor questionnaire?
See more
Real Estate Fund
What is a Real Estate Fund?
Hard Money Loans
Understanding Foreclosure and Priority in Hard Money Loans/Private Lending (BC, Canada)
