Managing Your Account
Managing Your Account
29 articles
Dealmaker Account Setup
Submitting Additional Documentation
Confirming an Accredited Investor
Managing my Shares
How Can I Sell my Shares?
What is a Transfer Agent
Finding my Subscription Agreement
Finding my Dealmaker Account Number
Dealmaker Engage Portal
Post Investment Support
Registering for Shares 101
Confirming an Accredited Trust, Corporation, or Entity
How do I change the address my securities are associated with?
How can I change my email?
Where can I find additional documents?
I'm marked as “funded” or “accepted”, now what?
What is Pending Acceptance status?
Forgot My Password
How do I set my password?
(OTP) One Time Password
What name should I enter to register my IRA investment?
How can I update my phone number?
How can I unsubscribe from my email?
How should I handle automated reminders for incomplete investments?
How do I manage my investments and access related documents on DealMaker?
Transferring Funds from DealMaker
How do I access my DealMaker account and continue with an investment invite?
How to resolve common issues with accessing investment details on the DealMaker dashboard?
How to manage duplicate or unfinished investments in DealMaker?