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 ...

• 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 ...

• How is the monthly AUM on the Vest's investments calculated?

  The month's AUM will be calculated as the average sum of the market value of all holdings in the Vest at the end of each calendar day.

• 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: ...