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Information for Dealers
Answers to common questions and other information for Dealers; UDP, CCO, Dealing Rep
Dealing Representatives
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?
- How Sanctions Checks Work for Exempt Market Dealers Using addy
- How to Use Your Own Due Diligence Checklist in addy Business
- How to upload Relationship Disclosure Information (RDI)