How can I get monthly statements of my holdings?

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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)

• How do I get a statement of my deposits and withdrawals?

  You can use the Download functionality in the Profile → Transactions section on our web platform to get details of your deposits and withdrawals. You can also view these transactions in the Profile → Transactions section on our app; the download ...

• How can I check my holdings with DriveWealth?

  You can check your holdings 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)

• Do I get a share certificate if I buy shares?

  There is no such thing as certificates in the US. In India, when you trade you get an email from NSDL. In the US, you don't get/ask for the same thing. You may refer here for confirmation from the SEC: ...

• Where can I get my previous year's Profit/Loss?

  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 year