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

To complete a name change request, please proceed through the following steps: 

1. On your DealMaker dashboard scroll down to the ‘My Companies’ section, and select the company.
   
2. A new window will open to your DealMaker Engage portal. Click the ‘Shareholder Actions’ tab. Please open a blank copy of form you must fill this form linked here.
3. Here you will see the various shareholder action options currently available for your use. Keep in mind that any changes made to your shareholdings in one company will not affect shareholdings in other companies. 
4. Please click the "Request Share Transfer" button. 
5. Please fill in the new name (along with the other details) you want the shares to be registered to going forward. Submit the Transfer Letter attached in the modal. Please note this is not a share transfer.  

6. Click submit to send the request to the DealMaker Shareholder Services team.

7. You will hear from the DealMaker Shareholder Services team once the request has been processed. 

A new book-entry statement will be printed out for you upon completion of the request. Upon completion, this statement can be accessed and downloaded at your convenience.

Click here for more information on how to find your book-entry statements. 

This answer is specific to clients managed by DealMaker Shareholder Services.