How do I access and manage my digital share certificates in DealMaker?
Digital share certificates, also called book-entry statements, provide evidence of your investment shares within the DealMaker platform. They are easily accessible once issued but may require certain steps and patience due to processing times. Below is a comprehensive guide to help you access, manage, and understand the timeline of your digital share certificates.
Step-by-Step Instructions to Access Your Digital Share Certificate
To view or download your digital share certificate, follow these steps:
Sign in to your DealMaker Account - Use your registered email and password to log in to the DealMaker platform. If you have forgotten your password, click on the “Forgot Password” link on the sign-in page, then enter your email and follow the reset instructions sent to your inbox. Be sure to also check your spam/junk mail if the email doesn’t appear in your inbox.
Navigate to the Relevant Company Offering - Once logged in, go to the “My Companies” section in your investor dashboard. Here you’ll see a list of companies and offerings associated with your investments.
Access “View My Investments” - Select the desired company or offering and click the “View My Investments” button to see specific investment details.
Locate and Open the Book-Entry Statement - Go to the “Investment” tab under the chosen company. Click on the “Book-Entry Statement” option to view or download your digital share certificate. This statement will display the number of shares and other essential details relating to your investment.
Understanding Delays in Certificate Availability
It’s important to note that your digital share certificate or book-entry statement may not be immediately available upon making an investment.
Processing Time: The issuer of the investment requires time to finalize all investor transactions before issuing book-entry statements. This process can vary depending on the company’s internal procedures.
Notifications: Once the certificate is ready, DealMaker will notify you. After receiving this notification, you can access your certificate as described in the steps above.
Troubleshooting and Additional Support
If you encounter any issues in accessing your account or the certificates, ensure that you are using the correct login credentials. Use the password reset option if needed.
Contact DealMaker Support if problems persist or if your certificate isn’t available after a reasonable time following the notification of issuance.
By following this guide, you can effectively access and manage your digital share certificates on DealMaker, keeping track of your investments with ease.