Can I get a holdings statement from DriveWealth?

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• How can I get monthly statements of my holdings?

  You can get your monthly account statement under the “Profile” section of the platform

• Where can I get my DriveWealth ID?

  You can find your DriveWealth ID under the “Profile” section of the platform. DriveWealth ID is a 10-digit alphanumeric number starting with “V”.

• How do I migrate my US Brokerage account from INDMoney- DriveWealth/Stockal to Vested?

  You can transfer securities from one DriveWealth to another DriveWealth account only if you're the primary account holder for both these accounts. Please note that third-party transfers are not allowed on our platform. If you already have an account ...

• How can I check my account details with DriveWealth?

  You can check your account details and get account reports at Drivewealth’s back office by logging in here: https://client.drivewealth.com/login For login, you will need your DW account number and last 4 digits of your SSN/ govt. Issued ID (Pan card)

• How do I get a statement of the trades I placed via Vested?

  You can use the Download functionality in the Profile → Transactions section on our web platform to get details of the trades placed at Vested. You can also view these transactions in the Profile → Transactions section on our app; the download ...