DealMaker

Dealmaker Shareholder Services

Understanding DRS (Direct Registration System)

This article provides a simple, step-by-step guide for investors using DealMaker to locate their official book-entry statements.

Where can I find my book-entry statements?

Steps involved in processing a share transfer request

How can I transfer my securities?

How do I update my name in the book entry statements?

What documents can I upload to verify a Trust is an accredited investor?

This guidance applies specifically to companies managed by the DealMaker Transfer Agent

DealMaker Shareholder Services: Common Investor FAQs

How Can Privately Held Shares Be Transferred to a Brokerage Account?

How do I move my shares to my brokerage account with the Direct Registration System (DRS)?

Accessing book-entry statements (digital share statement)

How do I access and manage my digital share certificates in DealMaker?

What documents can I upload to verify a Joint account is an accredited investor?

How are bonus shares calculated, and when will they appear in my total?

How can I update investment records on DealMaker, including IRA registrations or incorrect investor names?

DealMaker Transfer Agent

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