Customers opening brokerage accounts must agree to a series of terms, disclosures, and documents, which differ based on the product experience and customer type.
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.
Embedded Disclosures URL:
https://apps.drivewealth.com/disclosures
Query String Variables
Below are query string variables required to show the correct disclosures and links.
Attribute | Description | Required |
|---|---|---|
| User's signup referral code | No |
| User's country of citizenship. | Yes |
| User's residing country. | Yes |
| User's account type
| Yes |
| Bank Sweep Type. For FDIC Bank Sweep disclosure you MUST use
| No |
| Language.
| Yes |
| Account Trading Type.
| No |
| If true, shows only the W-8BEN / W-9 agreement. If false, shows everything but the W-8BEN / W-9 agreements.
| No |
| For RIAs only. If you are operating as an Investment Advisor, this value should be your company's legal name | No |