After Completing an Investment on SeedInvest

When can investors expect to hear about the companies they’ve invested in, and what kinds of updates can they expect to receive?

Written by Morgan Berman
Updated over a week ago

What is the "Portfolio" page?

Written by Morgan Berman
Updated over a week ago

Why are completed investments sometimes not yet reflected in the "Portfolio?"

Written by Morgan Berman
Updated over a week ago

How can users check on the status of a closed investment?

Written by Morgan Berman
Updated over a week ago

Where can users find documentation that indicates ownership of securities?

Written by Morgan Berman
Updated over a week ago

What does it mean when the value of an investment made on SeedInvest has not changed?

Written by Morgan Berman
Updated over a week ago

When can users expect to receive updates from companies they're invested in?

Written by Morgan Berman
Updated over a week ago

How can users claim perks offered in specific raises?

Written by Morgan Berman
Updated over a week ago

Can users transfer securities from SeedInvest to outside brokerage accounts?

Written by Morgan Berman
Updated over a week ago

How can users request a transfer of securities on SeedInvest?

Written by Morgan Berman
Updated over a week ago

How do users transfer securities from a SeedInvest account of a deceased person?

Written by Morgan Berman
Updated over a week ago

When will users receive K-1s from their investments?

Written by Morgan Berman
Updated over a week ago

What is a Form 1099-INT?

Written by Morgan Berman
Updated over a week ago

When should users expect to receive a Form 1099-INT after investing on SeedInvest?

Written by Morgan Berman
Updated over a week ago

What is the DTCC?

Written by Morgan Berman
Updated over a week ago

What is New Direction Trust Company?

Written by Morgan Berman
Updated over a week ago