How can I check my holdings with DriveWealth?

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• Can I get a holdings statement from DriveWealth?

  You can check your holdings at Drivewealth’s back office by logging in here: https://client.drivewealth.com/login To log in, you will need your DW account number and the last 4 digits of your SSN/Govt. issued ID (Pan card)

• 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”.

• Who has the ownership of my shares?

  Your shares and cash are held by our broker-dealer and custodian partner (note that clearing and execution for Vested are provided by DriveWealth LLC, a member of FINRA and SIPC, and Drivewealth uses custodian services provided by Citibank). You can ...

• 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 the last month's Profit/Loss to check my portfolio performance?

  You can use the ‘Profit and Loss Statement’ feature available in Profile → US Stocks to get details of your realized and unrealized profit and loss for any period you wish, including the previous month.