Coming Soon: A Smarter, More Flexible addy Wallet

Big changes are on the horizon for how your addy wallet works—and they’re going to give you more control, more choice, and a better way to invest.

In the coming weeks, we’ll be rolling out an upgraded wallet system that will allow third-party Exempt Market Dealers (EMDs) to manage their own cards directly within the addy platform. This means that instead of one card for all investments, you’ll soon be able to hold multiple cards, each tied to a specific Dealer within your wallet.

What’s Changing?

Here’s what you can expect once the new wallet system is live:

  • Dealers will issue their own cards inside the addy platform.

  • You’ll be able to credit and debit those cards—funding them to invest, and receiving distributions or withdrawals from them.

  • Your wallet will now support multiple cards, making it easy to track and manage each relationship in one place.

Think of the new addy wallet like a digital wallet that holds a variety of cards—each issued by a different Dealer. Just like a Visa, a Canadian Tire Card, or a Best Buy Card, each one serves a different purpose. But in this case, every card in your addy wallet is tied to a specific Dealer, and gives you access only to the investments that they make available to their cardholders.

No single card will give you access to every opportunity on the platform—you’ll need to form individual relationships with each Dealer by onboarding with them directly smoothly through your addy account. Once you do, you’ll see and be able to participate in the opportunities they offer—on their terms, within their compliance framework.

Why It Matters

Each Dealer will have their own controls, onboarding processes, and compliance requirements (like KYC and AML). By holding a card from them, you’re forming a direct relationship—which can lead to faster money movement, clearer visibility, and more opportunities to invest in the private markets.

For investors, this unlocks:

✅ Faster funding and distributions
✅ More investment options on the platform
✅ Direct relationships with Dealers and Issuers
✅ Full control over where your money is and where it’s going

When Is This Happening?

We’re putting the finishing touches on the system and will begin rolling it out very soon. You’ll start to see updates to your wallet and new issuers appearing on the platform once the transition begins.

This is a foundational upgrade for the platform—and it paves the way for even more innovation, partnerships, and access in the months ahead.

So if your wallet looks quiet right now, that’s because we’ve been working hard behind the scenes to bring you something better.

Stay tuned. 👀

4 thoughts on “Coming Soon: A Smarter, More Flexible addy Wallet

  1. christine says:

    sorry I really don’t what is is that you are trying to say here. you really need to dumb this down a lot in order for some of us to understand this thing that you are doing.

  2. Anish says:

    Real estate investments are long term (many years), why would I even bother with faster money movement while investing or withdrawing. Also, why should an investor bother with making direct relationship with dealer ? Isn’t that the whole reason we are investing through addy, who we expect to make and maintain relationships on investors behalf ?
    Addy is a real estate company, not a retailer who sells small value items like coffee, ice-cream, aeroplane points Please bring features which add value, not add complexity of multiple wallets. Sorry for being direct, but that’s what I feel about this new feature.

    • Stephen Jagger says:

      Thanks for sharing your thoughts — we really appreciate honest feedback like this.

      You’re right that real estate is typically a long-term investment, and faster money movement might not seem like a big deal if you’re thinking purely in terms of years. The reason this change matters is that it isn’t just about speed — it’s about opening the door to more choice and flexibility for members.

      By enabling multiple dealers to operate on the addy platform, we can host a wider range of issuers and investment types. Each dealer still handles the regulatory relationship with you directly (as required by law), but you’ll still have a single place — your addy account — to discover, review, and track opportunities from different dealers.

      The “multiple cards” in your wallet are simply how the platform connects you to each dealer and their offerings. It’s not meant to create complexity, but rather to give you access to a bigger marketplace of opportunities, while keeping everything organized in one spot.

      In short:

      More dealers = more investment options for members

      Separate cards = the simplest way to meet regulatory requirements without losing convenience

      Faster money movement = a smoother experience when opportunities open or distributions are paid

      Our goal is always to add value for members, and your feedback helps us make sure we’re explaining the “why” behind these changes clearly. Thanks again for taking the time to share your perspective.

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