This document has two types:
DISCLOSURES
: Details corresponding to the UserJOINT_DISCLOSURES
: Details corresponding to the Joint account holder linked to this User
When creating Joint accounts on the platform, both of these documents should be provided on the User object.
Attribute | Type | Description | Required |
---|---|---|---|
| string | Type of user document. Default to | ✅ |
| object | Document object that contains all data for the | ✅ |
| boolean | Acceptance of DriveWealth's Terms Of Use | ✅ |
| boolean | USED FOR STANDARD BROKERAGE ACCOUNTS Acceptance of DriveWealth's Customer Agreement | ✅ |
| boolean | USED FOR RETIREMENT ACCOUNTS Acceptance of DriveWealth's IRA Agreement | ✅ |
| boolean | Acceptance of DriveWealth's Market Data Agreement | ✅ |
| boolean | Acceptance of Rule 14b1(c).
| ✅ |
| boolean | User referred to DriveWealth and accepts DriveWealth's finder's fee disclosure. Only required for foreign finder relationships | ❌ |
| boolean | Acceptance of DriveWealth's Privacy Policy | ✅ |
| boolean | Acceptance of DriveWealths Data Sharing Policy, includes New Services, Promotional and Marketing Consent | ✅ |
| string | Name of user creating account | ✅ |
| boolean | Extended Hours Agreement if the Partner is opting in |
{
"type": "DISCLOSURES",
"data": {
"termsOfUse": true,
"customerAgreement": true,
"marketDataAgreement": true,
"rule14b": true,
"findersFee": true,
"privacyPolicy": true,
"dataSharing": true,
"signedBy": "Chris Turkelton",
"extendedHoursAgreement":false
}
}
{
"type": "DISCLOSURES",
"data": {
"termsOfUse": true,
"iraAgreement": true,
"marketDataAgreement": true,
"rule14b": true,
"findersFee": true,
"privacyPolicy": true,
"dataSharing": true,
"signedBy": "Chris Turkelton",
"extendedHoursAgreement":false
}
}