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)
Currently, it is not possible yet to directly subscribe to IPOs because access to US IPOs for retail investors is minimal. At the moment, we make companies available immediately post-IPO. We will look to make this available over time.
Please find below the steps to change the login method from your end: Profile >> Login and security >> Email/login method >> Change login method to email Id >> Enter the email id >>Send OTP >>enter OTP >> Confirm
You may email us at kyc@vestedfinance.co with a proof of the updated details (pdf/jpeg of the original government ID where the details are changed) so that we can take a look and make the necessary changes to your account.
You can add a nominee/beneficiary through the “Manage Beneficiaries” tab under the “Profile” section. You can also add more than one beneficiary at a time.
You can transfer securities or funds from one Vested account to another Vested account only if you're the primary account holder for both these accounts. Please note that third-party transfers are not allowed on our platform. An internal transfer ...
Investing with Vested is safe. Vested is registered with the US Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Your investments through Vested are protected up to $500,000 by the ...
To participate in the referral program, you must sign up as a new Vested user using a valid referral link or code and make your first investment within 30 days. You will then be eligible to receive your referral bonus.
To open an account on Vested as an investor, follow these steps: Create an account: Visit the Vested website and sign up for an account. You'll need to provide your basic information. Select asset class: After signing up, choose the asset class you ...
Vested's new referral program offers exciting benefits for our new users. As a referee, you will earn when you make your first deposit to your US Stocks account and your first Fixed-term plan investment on Vested Edge.