- addy Help Centre
- Information for Issuers
- Accessing Investor Information
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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
- Corporate Accounts
- USA Offerings
- Perks
- EFT Transactions
- Cards
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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
- Subscription Agreement Template
- Perks
- AI Tools
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Information for Dealers
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FAQs
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I need human support
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Information for Accredited Investors
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Hard Money Loans
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addy Intelligence
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Information for Card Issuers
What can I download from the Corporate Securities Registrar (CSR) tab?
You can access all of your investor information for an entity via the CSR tab in your addy Business Account.
- Login into addy Business account
- Click on your entity
- Click on the CSR tab
- In the bottom right corner you will see your Import / Export Options:
- You can download your CSR
- You can download all of your subscription agreement
- There is also an option to filter transactions on the CSR