Disclosures

This document has two types:

DISCLOSURES: Details corresponding to the User
JOINT_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
`type`	string	Type of user document. Default to `"DISCLOSURES"`	✅
`data`	object	Document object that contains all data for the `"DISCLOSURES"` user document	✅
`data.termsOfUse`	boolean	Acceptance of DriveWealth's Terms Of Use	✅
`data.customerAgreement`	boolean	USED FOR STANDARD BROKERAGE ACCOUNTS Acceptance of DriveWealth's Customer Agreement	✅
`data.iraAgreement`	boolean	USED FOR RETIREMENT ACCOUNTS Acceptance of DriveWealth's IRA Agreement	✅
`data.marketDataAgreement`	boolean	Acceptance of DriveWealth's Market Data Agreement	✅
`data.rule14b`	boolean	Acceptance of Rule 14b1(c). Official Copy: Rule 14b-1(c) of the Securities Exchange Act, unless you object, requires us to disclose to an issuer, upon its request, the names, addresses, and securities positions of our customers who are beneficial owners of the issuer's securities held by us in nominee name. The issuer would be permitted to use your name and other related information for corporation communication only.	✅
`data.findersFee`	boolean	User referred to DriveWealth and accepts DriveWealth's finder's fee disclosure. Only required for foreign finder relationships	❌
`data.privacyPolicy`	boolean	Acceptance of DriveWealth's Privacy Policy	✅
`data.dataSharing`	boolean	Acceptance of DriveWealths Data Sharing Policy, includes New Services, Promotional and Marketing Consent	✅
`data.signedBy`	string	Name of user creating account	✅

{
  "type": "DISCLOSURES",
  "data": {
    "termsOfUse": true,
    "customerAgreement": true,
    "marketDataAgreement": true,
    "rule14b": true,
    "findersFee": true,
    "privacyPolicy": true,
    "dataSharing": true,
    "signedBy": "Chris Turkelton"
  }
}

{
  "type": "DISCLOSURES",
  "data": {
    "termsOfUse": true,
    "iraAgreement": true,
    "marketDataAgreement": true,
    "rule14b": true,
    "findersFee": true,
    "privacyPolicy": true,
    "dataSharing": true,
    "signedBy": "Chris Turkelton"
  }
}