For AI agents: visit https://developer.drivewealth.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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v1.82.0
Guides
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Equities
Getting started
Introduction
Choosing your integration model
Moving to production
Investment accounts
Opening accounts
User Onboarding Data Requirements
Onboarding businesses
Onboarding Trusts
Self-Managed Super Fund (SMSF) Account Onboarding Guide
Customer verification
Showing disclosures
Retirement accounts
Teen & custodial accounts
Enabling leverage
Supported assets
Equities
Extended hours trading
Mutual Funds
Buying Alternative Asset Funds
Purchase a Mutual Fund
Options
Finding an Option
Fixed Income
Filtering FI Instruments
Depth of book
Accrued interest
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
Using Plaid
Travel Rule
Cash Promotions
Reporting & maintenance
Getting balances and positions
Showing historical transactions
Showing Account Performance
Official documents
Tax handling
W-9 B-Notice remediation
W-8BEN recertification
IRS Section 871(m) for Options
Cash interest
Securities lending
Corporate actions
Equities
Shareholder communications
Dividends
Splits
Spin-offs
Mergers & acquisitions
Symbol changes
Delistings & going private
Tender offers
Options
Escheatments
Regulatory Reporting
FTP document access
drivehub
Getting Started w/ DriveHub
Setting up SSO(with Okta)
DriveHub Authentication & Access
Basic Authentication
Multi-Factor Authentication (MFA)
Single Sign-On (SSO)
Equities
This section details the Corporate Actions that apply to Equities.
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