Managing Investments and Accessing Documents on DealMaker
Through your DealMaker dashboard, you can manage your investments, including transferring securities and obtaining essential documentation. This guide explains how to use DealMaker to manage your investments and access important documents, ensuring you make the most of the platform.
How to Transfer Securities to Another Entity
If you want to transfer your securities from one holder profile to another (e.g., to a Single-Member LLC or another entity), follow these steps:
Log In to Your DealMaker Account: Using the email and password used for the investment log in to your dashboard https://app.dealmaker.tech/users/sign_in
Access the Transfer Workflow: To initiate a transfer request via the platform's in-app transfer option. Navigate to the "Shareholder Actions" tab after logging in to your account. Click 'Request a transfer' and fill in the share transfer form.
Enter Recipient Details: Provide the details of the new entity (e.g., name, registration details) that will hold the securities. Follow the on-screen instructions carefully to ensure the information is accurate.
Submit: Complete and submit the transfer request. DealMaker will guide you through any final steps before confirming the transfer. Once completed, you’ll receive a confirmation via email.
This is specific to shares managed by DealMaker Shareholder Services (DealMaker Transfer Agent). More details can be found here.
Accessing Investment Documents
Understanding how to access investment documents is an essential part of managing your investment. DealMaker provides streamlined access to your book-entry statements and other relevant files. To access these documents:
Log In to Your DealMaker Account: Use your registered email and password to access your DealMaker investor dashboard.
Find Your Company: Navigate to the "My Companies" section of the dashboard and select the company for which you’d like to view investment data.
View Documents: Within the company page: - Go to the "Investment" tab. - Select "Book Entry Statement" to view or download a copy of your investment details.
For any company-specific documents like the Company Annual Report or Company Updates, navigate to the "Documents" tab.
These steps may differ slightly depending on updates to the DealMaker interface, but they remain a reliable guideline for document retrieval.