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 ...

• 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

• How do I get confirmations on my daily trades via Vested?

  You can refer to the Trade Confirmations section in the Profile menu to see the transaction confirmation statements generated by our broker partner. Each statement carries confirmations for all the trades that were processed in the corresponding ...