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How do I access my DealMaker account and continue with an investment invite?

To successfully access your DealMaker account and proceed with an investment invite, follow the steps outlined below:

Accessing Your Account

  1. Sign in with your existing password: Navigate to the DealMaker sign-in page. https://app.dealmaker.tech/users/sign_in

    1. Enter your email and the password you set up during registration.

  2. Reset your password if you’ve forgotten it: - Go to the password reset page on DealMaker. Enter your registered email address to initiate the reset process. Check your email inbox for a password reset link (also check your spam or junk folder if you don’t see it). Follow the instructions in the email to set a new password. Note that the reset link may expire after a short period, so act promptly.

  3. You can also click on the link in any of the automated reminder emails you have received to log in to your existing investments.

Verifying Your Identity to Continue with an Investment Invite

  1. Click the investment invite link you received or access it directly from your DealMaker account.

  2. When prompted to verify your identity, select the option for “More verification options.”

  3. Choose the “Verify by email” method.

  4. Check your registered email for a 6-digit verification code.

  5. Enter the code in the provided field to complete the verification process and proceed with your investment.

Troubleshooting Common Issues

  • Didn’t receive the password reset email? - Ensure you entered the correct email address associated with your DealMaker account. - Check your spam or junk folder for the email. - If the issue persists, try initiating the password reset process again.

  • Verification code not received? - Confirm that the email address linked to your DealMaker account is correct. - Check your spam or junk folder for the verification email. - If you still don’t receive the code, contact DealMaker support for assistance.- Verification code errors: If the screen stalls after entering your two-factor verification code, it may be due to the code expiring or being entered incorrectly. To resolve this, sign in again to generate a fresh verification code and ensure you enter it promptly, as these codes are time-sensitive. Note that for security reasons, DealMaker support cannot enter or apply verification codes on your behalf.

  • Compliance step progression issues: If you cannot proceed to the next step in the investment portal, ensure you have confirmed your investor status (e.g., accredited investor selection), completed all mandatory fields in the Investment Limit Calculation section (especially for Regulation Crowdfunding offerings), and saved your selections. Once all required information is saved, the "Next" button will activate, allowing you to proceed.- General tips for a smooth investment process: Double-check all entered information for accuracy, complete each step fully before attempting to move to the next, and ensure your internet connection is stable to avoid disruptions.

By following these steps, you can seamlessly access your DealMaker account and continue with your investment invite.

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