Improving disclosures

DriveWealth is constantly enhancing the platform to enable our partners to offer an enriched investment experience to their customers.

Our latest enhancements is our new and improved DisclosuresAPI. This API will collect the customer's acknowledgments of the specific DriveWealth product being presented. The acceptance of the Agreement and or Terms and Conditions will permit customers to be enabled for certain product features such as Mutual Funds.

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Existing disclosures

Discourses located in the Users object will stay unchanged. Only certain products will be used on this endpoint initially.

Fetch a list of all available disclosures

note: while fetching the list of available disclosures, iterate over the list to find the particular disclosure.

curl	--request GET \
	--url https://bo-api.drivewealth.io/back-office/disclosures \
	--header 'dw-client-app-key: {{bo-appkey}}' \
	--header 'Accept: application/json' \
	--header 'Content-Type: application/json' \
	--header 'dw-auth-token: {{bo-sessionkey}}' \

Get a disclosure details

curl	--request GET \
	--url https://bo-api.drivewealth.io/back-office/disclosures/:disclosureID \
	--header 'dw-client-app-key: {{bo-appkey}}' \
	--header 'Accept: application/json' \
	--header 'Content-Type: application/json' \
	--header 'dw-auth-token: {{bo-sessionkey}}' \

Create a user disclosure acknowledgment

Once a customer has read through and has agreed to the disclosure, you will need to collect their acknowledgment.

curl	--request POST \
	--url https://bo-api.drivewealth.io/back-office/users/:userID/acknowledgments \
  	--header 'dw-client-app-key: {{bo-appkey}}' \
	--header 'Accept: application/json' \
	--header 'Content-Type: application/json' \
	--header 'dw-auth-token: {{bo-sessionkey}}' \
	--data '{
    		"disclosureID": "c87003b6-ac5d-435c-923e-a34a820b8b71",
    		"acknowledged": true,
    		"signedAt": "2023-06-12T15:07:24Z"
	}'

Review our reference materials for in-depth details on the all available APIs.