Where will the details of the Vest AUM fee deducted be reflected?

• Related Articles

• When is the Vest AUM fee deducted?

  The fees will be deducted on the second business day of the following month.

• 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 can I check my account details with DriveWealth?

  You can check your account details and get account reports 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)

• Can I sell individual stocks from my own DIY Vest?

  Yes, it's possible to sell individual stocks within your DIY Vest. However, such actions will affect the performance chart of the Vest, which is designed to display the performance based on the original allocation. For an updated reflection of ...

• How will dividends be handled within the Fully Paid Lending Income Program?

  Substitute payments will be provided in lieu of dividends and are taxed differently than dividends. Consult your tax professional for further details.