Managing Your Account
Managing Your Account
29 articles
- Dealmaker Account Setup
- Submitting Additional Documentation
- Confirming an Accredited Investor
- Managing my Shares
- How Can I Sell my Shares?
- What is a Transfer Agent
- Finding my Subscription Agreement
- Finding my Dealmaker Account Number
- Dealmaker Engage Portal
- Post Investment Support
- Registering for Shares 101
- Confirming an Accredited Trust, Corporation, or Entity
- How can I change my email?
- Where can I find additional documents?
- I'm marked as “funded” or “accepted”, now what?
- What is Pending Acceptance status?
- Forgot My Password
- How do I set my password?
- (OTP) One Time Password
- What name should I enter to register my IRA investment?
- How can I update my phone number?
- How can I unsubscribe from my email?
- How should I handle automated reminders for incomplete investments?
- How do I manage my investments and access related documents on DealMaker?
- Transferring Funds from DealMaker
- How do I access my DealMaker account and continue with an investment invite?
- How to resolve common issues with accessing investment details on the DealMaker dashboard?
- How to manage duplicate or unfinished investments in DealMaker?
- How can I access proof of my investment and resolve issues with confirmation Emails?