addy Business

How do I accept an invite to addy Business?

How to accept an invitation

How do I add an entity to my account?

Adding an entity to your account

How do I add a property to my entity?

Adding a property to an existing entity

As an Issuer, how can I add a dealer to an entity?

Steps to add a dealer to an entity

As an account owner, how can I add a another person to my account?

Steps to add users

As an account owner, how can I manage the permissions of people who have access?

Steps to manage permissions

How do I provide an update for my property?

Steps to provide a property update

A note on settled funds

Disclaimer

As a dealer, how do I accept an invite from an Issuer?

Excepting issuer invitations

As a dealer, how do I add my dealing representatives to my team?

Adding dealer reps to my account

Uploading documents to the Data Room

Utilizing the data room document upload feature

Navigating the data room

Understanding the data room feature

Transaction Ledger - What does each Transaction status mean?

A list of statuses in the Transaction Ledger

Transaction Ledger - Payment statuses

A list of payment statuses

How do I set my Disclaimer?

Information about the Disclaimer option in the menu

How do I set a different (lower) max investment limit for a specific subscriber?

In the transaction ledger…

Manually verify or update KYC status

If you need to override Verrif or there was an error

How do I add a wallet?