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DriveWealth ImplementationDocumentationImplementation Docs
🔒 DocumentationeXchange (FIX)
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🔒 Documentation
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🔒 DocumentationeXchange (FIX)

Getting started

  • Start Here

Technology and Infrastructure

  • Amazon SQS Integration

Quickstart Guides

  • Overview
  • Wallets and Self-Directed Investing
  • Autopilot-Managed
  • Omnibus

Partner Integration Guide

  • Step 1 - Authentication
  • Step 2 - User Creation
    • Step 2a. (UX/UI) Brokerage Questions, Mandatory Disclosures, Digital Signature, and Attachments
    • Custodial Users and Accounts
  • Step 3 - Account Creation
    • Retirement Accounts
    • Enabling leverage
  • Step 4 - KYC
    • KYC Best Practices and FAQs
    • KYC Integration Test Plan
  • Step 5 - Funding Workflows
    • 5A - Individual Funding Workflow
    • 5a - Reducing ACH returns
    • 5B - Bulk Funding Overview
    • 5C - Trade Settlement Overview
    • 5c - Understanding Reconciliations
    • Autopilot withdrawals
  • Step 6 - Placing Trades / Orders
    • Market Data
    • Data Caching, Storage and Retrieval
    • Trade Commissions, Subscription Fees, and Regulatory (SEC/TAF) Fees
    • Transferring securities
    • Order Handling
    • Discretionary Trading (Partner OMS) for Multiple Accounts
    • 24/7 Cash Rewards
  • Step 7 - Customer Reporting
    • Corporate Action Information
    • Mergers & acquisitions
    • Splits, Spinoffs, and Rights Offerings

Omnibus Integrations

  • Omnibus Reconciliations

AutoPilot Integrations

  • ROBO Managed Accounts
    • ROBO Overview
    • Create Funds for Portfolios
    • Create Portfolios
    • Enable Autopilot and Set Rebalancing
    • GET Portfolio IDs

A2E Offerings

  • Overview
  • Extended Hours Trading
  • OTC Trading
  • Fully Paid for Securities Lending