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How to upload Relationship Disclosure Information (RDI)

Upload your RDI to ensure proper disclosure to your investors.

In your Dealer account on addy Business, click on the settings wheel to access your account settings.

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Ensure you are in the "Profile" tab

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Scroll down to "Relationship Disclosure Information"

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Upload a PDF document, with a max file size of 25MB. This document will be linked in the disclaimer modal for all investors to be able to access during their investment purchase/onboarding.