Adding a card gives that card issuer access to your investor profile so they can meet compliance requirements and show you the right transactions.
🧾 Why a Card is Added After KYC
When you go through the investment flow and complete your Know Your Client (KYC) step, you’ll now see a disclaimer from the card issuer (aka whoever is managing that investment).
✅ If you agree to the disclaimer, their card is automatically added to your wallet.
This happens behind the scenes — no need to manually “add” it. It’s a quick way to make sure the issuer has what they need to complete your onboarding and show your investment-related transactions properly.
🧍 What the Card Issuer Can See
Once the card is added:
-
The issuer can view your Member Profile, which includes:
-
Your KYC details (name, address, etc.)
-
Your Politically Exposed Person (PEP) status
-
Your Government-issued ID
-
Your Bank info (linked account)
-
Your Suitability Profile
-
-
They’ll only see transactions tied to their card (i.e. the investments they manage).
Other card issuers don’t get access — even if you invest in different properties through addy.
🔒 You’re Still in Control
-
The card is added only after you agree to the issuer’s disclaimer.
-
Each card issuer can only view your data in the context of their offerings.
📱 What It Looks Like in Your Wallet
After agreeing to the disclaimer:
-
The issuer’s card appears in your Wallet.
-
You can see all your transactions related to that issuer.
-
Any future investments with that issuer will be tied to that same card.
This helps keep your activity clean, organized, and issuer-specific.
✅ Summary
When you finish KYC during an investment and agree to the card issuer’s disclaimer, their card is automatically added to your wallet. This gives them access to your verified profile — but only for their offerings.