For AI agents: the docs index is at https://developer.drivewealth.com/apis/llms.txt. Append .md to any documentation page URL to get its markdown version.

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Web API FIX API

Guides API Reference Changelog

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Guides

API Status Login

Guides API Reference Changelog

Getting started

Introduction
Choosing your integration model
DriveWealth MCP server
- MCP examples
- MCP Tool Catalog
Moving to production
Subscribe to API updates
Authorization

Investment accounts

Creating a user
Creating an entity
- Onboarding a Business Entity
- Onboarding a Trust Entity
Opening accounts
Customer verification
Showing disclosures
Retirement accounts
Teen & custodial accounts
Enabling leverage

Supported assets

Equities
- Extended hours trading
- UCITS ETFs
Mutual Funds
- Buying Alternative Asset Funds
Options
Fixed Income

Showing asset details

Displaying prices and information
Showing historical charts

Trading

Creating an order
Fees, commissions, and markups
Fractionalized assets
Block trading for multiple accounts
Automated trading
Trading violations
Testing in sandbox
Reinvesting dividends
Omnibus Trading

Money movement

Individual Funding
- Depositing
- Withdrawing
Bulk Funding
Cashless Settlement
Transferring securities
- Internal transfers
Using Plaid
Travel Rule
Cash Promotions
Deposit Status

Reporting & maintenance

Getting balances and positions
Showing historical transactions
Understanding How DriveWealth Calculates Account Performance
Showing Account Performance
Official documents
Tax handling
Cash interest
Securities lending
Corporate actions
- Equities
- Options
Escheatments
Regulatory Reporting
FTP document access

drivehub

Getting Started w/ DriveHub
Setting up SSO(with Okta)
DriveHub Authentication & Access

Migrate from Deprecated APIs

Deprecated items in the DriveWealth data model
API Migration Guide
- Retrieve Account Summary Migration Guide
- Auth migration guide

Equities

This section details the Corporate Actions that apply to Equities.

Updated 6 days ago

Corporate actions

Shareholder communications

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