How can I get monthly statements of my holdings?

• Related Articles

• Can I get a holdings statement from DriveWealth?

  You can check your monthly holding statement at Drivewealth’s back office by logging in here: https://client.drivewealth.com/login To log in, you will need to enter your registered email ID and click on 'Get my Login Link'. You will receive the link ...

• 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 ...

• What if the account doesn't have sufficient buying power for the applicable monthly fee?

  In case your account doesn't have sufficient buying power to cover the Vest fee applicable, the system will block the equivalent amount from your buying power, which may result in negative buying power for your account. Whenever you subsequently add ...

• 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