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Where can I find my book-entry statements?

This article provides a simple, step-by-step guide for investors using DealMaker to locate their official book-entry statements.

Updated over 2 months ago

If the company has issued the book entry statement for the offering you have invested in, you will find the book entry statement within your DealMaker Engage portal.

To access your DealMaker Engage portal, please follow the instructions listed below:

  1. Please log into your DealMaker account (https://app.dealmaker.tech/users/sign_in). This will take you to your dashboard. To log into your DealMaker account, you can use any of the following options:

    1. One-Time Password

    2. LinkedIn Account

    3. Facebook Account

    4. Gmail Account

  2. Scroll down to the ‘My Companies’ section and select the desired company.

  3. A new window will open to your DealMaker Engage portal. Click the ‘Investments’ tab.

  4. If the book-entry statement has been issued, you will see it located in your 'Investments' tab.

This answer is specific to clients managed by DealMaker Shareholder Services.

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