Managing Your Account
Managing Your Account
22 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?