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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GuidesRecipesAPI ReferenceChangelog

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)

Options

    • Types of options
    • Options Trading with DriveWealth
    • Step 1: Request DriveWealth Enablement
    • Step 2: Setting up access to options trading
    • Step 3: Discovering an option contract to trade
    • Step 4: Placing an option trade
    • Owning an option contract
      • During corporate actions
      • On expiration day
    • Exercising an option
    • Option Market Data