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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?
- How to Change Your Legal Name on addy
- 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?
- 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
- 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 transaction after a closing?
- 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
- Understanding Key Real Estate Investment Metrics
- What is a close?
- 🧾 How do I cancel my transaction prior to a closing?
- Financial Perks: How they work & FAQs
- Understanding Issuer Reporting Commitments in Section 3.1
- How long am I bound to my shares?
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?
- How can I see dividend history for properties on addy?
- Why are dividends processing right into my linked bank account instead of my addy wallet?
- How Batched Withdrawals Work for Distributions?
Fees and Expenses
Your addy Account
- How do I set my addy handle?
- How to sign manually created paperwork in your portfolio
- Verification Process
- How can I access my addy account if I lost my phone and didn't keep my Two Factor Authentication (2FA) codes?
- How is my data secured?
- Is a SIN required for my Corporate Account?
- Why We Update Your Legal Name After ID Verification
- Member Account Events: Death or Bankruptcy
- 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?
Exempt Market Dealer/Funding Portals
- Dealer Relationship Disclosure Agreement
- What is the "Legal Update Regarding The Isaac on the 9th" I just received?
- Can I Transfer Funds Between Cards in My addy Wallet?
- 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)?
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?
- How to Identify the Tranche of a Project You’re Investing In
- 🧾 What is Form 45-110F2?
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?
- Why am I being asked for my SIN?
- Learn more about tax slips
- Understanding Your T5 and T5013 Tax Slips
Referrals
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
- Why Can’t I Add Funds to My addy Card?
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
- 🧾 How to Request a Cheque Withdrawal from Your addy Wallet
- Why You Need a Connected Bank Account to Invest on addy
- How to Change Your Connected Bank Account for addy Portal Corp.
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?
- Manually pair your USD bank account
- 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?
Bank Account Linking
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?