After Completing an Investment on SeedInvest

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16 articles in this collection
Written by Morgan Berman

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

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Written by Morgan Berman
Updated over a week ago

What is the "Portfolio" page?

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

Where can users find documentation that indicates ownership of securities?

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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?

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

How can users claim perks offered in specific raises?

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Written by Morgan Berman
Updated over a week ago

Can users transfer securities from SeedInvest to outside brokerage accounts?

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Written by Morgan Berman
Updated over a week ago

How can users request a transfer of securities on SeedInvest?

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

What is a Form 1099-INT?

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Written by Morgan Berman
Updated over a week ago

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

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Written by Morgan Berman
Updated over a week ago

What is the DTCC?

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Written by Morgan Berman
Updated over a week ago

What is New Direction Trust Company?

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Written by Morgan Berman
Updated over a week ago