Investor Actions Post-Investment Acceptance
If your investment has been accepted by the issuer and you wish to close or cancel the investment and transfer funds to your bank account, you must engage directly with the issuer. DealMaker is a technology platform. While we provide the tools to complete your subscription and submit payment, we do not receive, store, or control your funds at any point
Steps to Close an Investment:
Identify the Issuer: Locate the issuer’s details in your offering documents or investment confirmation received via DealMaker.
Contact the Issuer: Reach out to the issuer’s investor relations or support team to request a refund or redemption of your investment.
Provide Verification Documents: Share any identity or investment verification requested by the issuer. Always use secure channels for communication, especially when providing sensitive details like bank account information.
Follow Issuer Instructions: Comply with the issuer’s prescribed process for refund or redemption, including confirming any timelines, fees, or additional conditions.
Note: Never share sensitive information, such as account or routing numbers, over unsecured communication methods unless the issuer has explicitly specified a secure alternative.