Disclosures and T&Cs

Customers opening brokerage accounts must agree to a series of terms, disclosures, and documents, which differ based on the product experience and customer type.

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Full Guide Available

Visit 🔒 the Required Agreements guide for a full list of terms, with scenario requirements for each.

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.

Query String Variables

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

Attribute

Description

Required

referralCode

User's signup referral code

No

citizenship

User's country of citizenship.
Follows the ISO 3166-1 Format

Yes

country

User's residing country.
Follows the ISO 3166-1 Format

Yes

accountType

User's account type
Options

  • Individual

Yes

sweepType

Bank Sweep Type. For FDIC Bank Sweep disclosure you MUST use

  • bank

No

lang

Language.
Options

  • "en_US" - English (default)
  • "zh_CN" - Chinese
  • "es_ES" - Spanish
  • "pt_BR" - Portuguese

Yes

tradingType

Account Trading Type.
Options

  • "c" - Cash (default)
  • "m" - Margin
  • "lpma" - Limited Purpose Margin Account

No

showOnlyTaxDoc

If true, shows only the W-8BEN / W-9 agreement. If false, shows everything but the W-8BEN / W-9 agreements.
Options

  • true
  • false

No

ria

For RIAs only. If you are operating as an Investment Advisor, this value should be your company's legal name

No