---
title: What is a quarterly statement?
description: Information about encrypted quarterly statements
---

[Skip to content](https://learning.addyinvest.com/what-is-a-quarterly-statement#main-content)

English

Show submenu for translations

![addy logo.png\]](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/addy%20logo.png?height=40&name=addy%20logo.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Go to addyinvest.ca](https://addyinvest.ca/)

[Go to addyinvest.ca](https://addyinvest.ca/?hsLang=en)

 Hello 👋 How can we help you?

- There are no suggestions because the search field is empty.

1. [addy Help Centre](https://learning.addyinvest.com/?hsLang=en)
2. [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en)
3. [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals)

# What is a quarterly statement?

## Information about encrypted quarterly statements

[Exempt Market Dealers](https://learning.addyinvest.com/what-is-an-exempt-market-dealer-emd?hsLang=en) are required to send a quarterly statement regarding any properties you have invested in where they act as the dealer. This is done upon request at the end of each quarter, and you will receive notice that the request period has opened.

While this information is generally always available in your [addy profile](https://app.addyinvest.com/d/dashboard), it can be provided to you in a manner similar to the below template.

![](https://learning.addyinvest.com/hs-fs/hubfs/Quarterly%20Statement-png.png?width=661&height=1416&name=Quarterly%20Statement-png.png)

If you have any questions whatsoever please email support@addyinvest.com from the email address associated with your addy account.

- [Information for Members](https://learning.addyinvest.com/information-for-members?hsLang=en#main-content)

    - [General](https://learning.addyinvest.com/information-for-members?hsLang=en#general)
    - [Distributions](https://learning.addyinvest.com/information-for-members?hsLang=en#distributions)
    - [Fees and Expenses](https://learning.addyinvest.com/information-for-members?hsLang=en#fees-and-expenses)
    - [Your addy Account](https://learning.addyinvest.com/information-for-members?hsLang=en#your-addy-account)
    - [Exempt Market Dealer/Funding Portals](https://learning.addyinvest.com/information-for-members?hsLang=en#exempt-market-dealer-funding-portals)
    - [Due Diligence](https://learning.addyinvest.com/information-for-members?hsLang=en#due-diligence)
    - [Taxes](https://learning.addyinvest.com/information-for-members?hsLang=en#taxes)
    - [Referrals](https://learning.addyinvest.com/information-for-members?hsLang=en#referrals)
    - [Adding CAD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#adding-cad-funds)
    - [Withdrawing Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#withdrawing-funds)
    - [USD Funds](https://learning.addyinvest.com/information-for-members?hsLang=en#usd-funds)
    - [Bank Account Linking](https://learning.addyinvest.com/information-for-members?hsLang=en#bank-account-linking)
    - [Eligible Investors](https://learning.addyinvest.com/information-for-members?hsLang=en#eligible-investors)
    - [Real Estate Fund](https://learning.addyinvest.com/information-for-members?hsLang=en#real-estate-fund)
    - [Hard Money Loans](https://learning.addyinvest.com/information-for-members?hsLang=en#hard-money-loans)
    - [Corporate Accounts](https://learning.addyinvest.com/information-for-members?hsLang=en#corporate-accounts)
    - [USA Offerings](https://learning.addyinvest.com/information-for-members?hsLang=en#usa-offerings)
    - [Perks](https://learning.addyinvest.com/information-for-members?hsLang=en#perks)
    - [EFT Transactions](https://learning.addyinvest.com/information-for-members?hsLang=en#eft-transactions)
    - [Cards](https://learning.addyinvest.com/information-for-members?hsLang=en#cards)
- [Information for Issuers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#main-content)

    - [Getting started](https://learning.addyinvest.com/information-for-issuers?hsLang=en#getting-started)
    - [Taxes](https://learning.addyinvest.com/information-for-issuers?hsLang=en#taxes)
    - [Accessing Investor Information](https://learning.addyinvest.com/information-for-issuers?hsLang=en#accessing-investor-information)
    - [Distributions](https://learning.addyinvest.com/information-for-issuers?hsLang=en#distributions)
    - [Public Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#public-issuance)
    - [General](https://learning.addyinvest.com/information-for-issuers?hsLang=en#general)
    - [Menu Options](https://learning.addyinvest.com/information-for-issuers?hsLang=en#menu-options)
    - [Automated Emails and Notifications for Investors](https://learning.addyinvest.com/information-for-issuers?hsLang=en#automated-emails-and-notifications-for-investors)
    - [Wallets and Funding](https://learning.addyinvest.com/information-for-issuers?hsLang=en#wallets-and-funding)
    - [Closing an Issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#closing-an-issuance)
    - [Transaction Ledgers](https://learning.addyinvest.com/information-for-issuers?hsLang=en#transaction-ledgers)
    - [Private issuance](https://learning.addyinvest.com/information-for-issuers?hsLang=en#private-issuance)
    - [Debt Issuances](https://learning.addyinvest.com/information-for-issuers?hsLang=en#debt-issuances)
    - [The Offering Document](https://learning.addyinvest.com/information-for-issuers?hsLang=en#the-offering-document)
    - [Subscription Agreement Template](https://learning.addyinvest.com/information-for-issuers?hsLang=en#subscription-agreement-template)
    - [Perks](https://learning.addyinvest.com/information-for-issuers?hsLang=en#perks)
    - [AI Tools](https://learning.addyinvest.com/information-for-issuers?hsLang=en#ai-tools)
- [Information for Dealers](https://learning.addyinvest.com/information-for-dealers?hsLang=en#main-content)

    - [Dealing Representatives](https://learning.addyinvest.com/information-for-dealers?hsLang=en#dealing-representatives)
    - [CCO / UDP](https://learning.addyinvest.com/information-for-dealers?hsLang=en#cco-udp)
    - [Issuance support](https://learning.addyinvest.com/information-for-dealers?hsLang=en#issuance-support)
- [FAQs](https://learning.addyinvest.com/faqs?hsLang=en#main-content)

    - [USD](https://learning.addyinvest.com/faqs?hsLang=en#usd)
- [I need human support](https://learning.addyinvest.com/i-need-human-support?hsLang=en)
- [Information for Accredited Investors](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#main-content)

    - [Accredited Investor Categories](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#accredited-investor-categories)
    - [FAQ](https://learning.addyinvest.com/information-for-accredited-investors?hsLang=en#faq)
- [Hard Money Loans](https://learning.addyinvest.com/hard-money-loans?hsLang=en#main-content)

    - [For Borrowers](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-borrowers)
    - [For Lenders](https://learning.addyinvest.com/hard-money-loans?hsLang=en#for-lenders)
- [addy Intelligence](https://learning.addyinvest.com/addy-intelligence?hsLang=en#main-content)

    - [AI Agents](https://learning.addyinvest.com/addy-intelligence?hsLang=en#ai-agents)
- [Information for Card Issuers](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#main-content)

    - [EFT](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#eft)
    - [Interac](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#interac)
    - [Wire Transfer](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#wire-transfer)
    - [General](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#general)
    - [Fund Management](https://learning.addyinvest.com/information-for-card-issuers?hsLang=en#fund-management)

[![Chill listening crop-3](https://learning.addyinvest.com/hs-fs/hubfs/logos%20-%20addy/slogan%20-%20black.png?width=109&height=33&name=slogan%20-%20black.png "Chill listening crop-3")](http://addyinvest.ca?hsLang=en)

addyinvest.ca Help Centre

Copyright © 2026, addy Technology Corp.