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.
Variable | Acceptable Values | Description |
---|---|---|
citizenship | User's country of citizenship. Follows the ISO 3166-1 Format | |
country | User'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 |
showOnlyTaxDoc | true / false | If true, shows only the W-8BEN / W-9 agreement. If false, shows everything but the W-8BEN / W-9 agreements. |
ria | For RIAs only. If you are operating as an Investment Advisor, this value should be your company's legal name |