Log in to your DealMaker account and visit your Dashboard. If you haven’t set a password, use the email invitation link to enter the portal.
DealMaker provides access to key investment-related documents, such as the Subscription Agreement, which can be found within your account.
Click on the Resume button in the “Documents” section of your transaction in progress.
On the Supplementary Documents page, click Additional Documents to see your documents.
These sections may include the Subscription Agreement.
Within these documents, you can find key information such as:
Investment Name: Displayed at the top of both the Subscription Agreement.
Physical Address: Listed in the "Issuer" or "Company" details within these documents.
You can download the Subscription Agreement as PDF files for your records or to share with your IRA if needed.
Seeing documents from past purchases
Log in to your DealMaker account and visit your Dashboard. Scroll down to the “My Companies” section and click the View My Purchases button.
On the page showing your purchases, see the Documents section to access your uploaded documents.