DealMaker

One-Click Investing

Paying for my Investment

Is my Investment Fully Funded?

Who has my money?

Payments Processing (Stripe)

Accidental Purchase

Requesting a Refund

Refund Timelines

Funding via ACH Transfer

Guide to requesting a self-initiated refund for a Reg CF offering.

How to Request a Refund Yourself on a Reg CF Offering

The following article will explain the different funding states for your investment in DealMaker.

Different Funding States on DealMaker

DealMaker supported payment methods and time it takes payment status to reflect in your account.

Funding Timing, Stages and Methods

I've been charged a "foreign transaction fee"

Funding via Wire Transfer

Funding via Digital Wallet (Apple Pay / Google Pay): Use your device's saved payment methods for fast, secure investment checkout when enabled on an offering.

Funding via Digital Wallet (Apple Pay / Google Pay)

Why DealMaker Cannot Hold Your Funds

What Happens If the Offering Misses Its Minimum Target?

Investing through an IRA

What Happens If I File a Chargeback?

Compare DealMaker’s payment option to determine which works best for you.

Comparing Payment Methods

Learn why your ACH payment may be returned.

ACH Payment Returned — What to Do

Learn how your funds travel through a regulated process.

How Your Investment Funds Move

Learn about the importance of the Reference Number when doing a wire transfer.

Wire Reference Number — What It Is and Why It Matters

Payment Methods & Processing

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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