Embedded disclosures

The disclosures URL allows you to embed and link to the necessary disclosures and disclaimers for end-users to open an account with DriveWealth. The disclaimers and disclosures are updated periodically automatically, avoiding the need to update your front-end when the language of various terms changes.

https://apps.drivewealth.com/disclosures

Query parameters

Below are query string variables required to show the correct disclosures and links.

VariableAcceptable ValuesDescription
citizenshipUser's country of citizenship.
Follows the ISO 3166-1 Format
countryUser's residing country.
Follows the ISO 3166-1 Format
accountType"Individual"User's Account type
sweepType"bank"Bank Sweep Type. For Bank Sweep Deposit Program disclosure you must use bank
lang"en_US" - English
"zh_CN" - Chinese
"es_ES" - Spanish
"pt_BR" - Portuguese
Language
tradingType"c" - cash
"m" - margin
"lmpa" - limited purpose margin
Account trading type
showOnlyTaxDoctrue / falseIf true, shows only the W-8BEN / W-9 agreement. If false, shows everything but the W-8BEN / W-9 agreements.
riaFor RIAs only. If you are operating as an Investment Advisor, this value should be your company's legal name