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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.

Embedded Disclosures URL:
https://apps.drivewealth.com/disclosures

Query String Variables

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

Variable

Required

Type

Values

Description

citizenship

No

String

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

country

No

String

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

accountType

No

Enum

User's account type
Options

  • Individual

sweepType

No

String

bank

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

  • bank

lang

No

String

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

Language.

tradingType

No

String

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

Account Trading Type.

showOnlyTaxDoc

No

Boolean

  • true
  • false

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

ria

No

String

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