Account Services
First impressions matter
Onboard your customers with powerful, streamlined onboarding and verification solutions. DriveWealth’s experts work with partners to implement industry-leading identity verification and anti-money laundering processes that meet their unique business needs–navigating local regulatory requirements, adding on to an existing onboarding flow, or standing up an entirely new process.
Our technology does the heavy lifting so you can deliver a frictionless, onboarding experience to your customers.
Secure money and asset management
Deposits
Streamline the funding process with DriveWealth’s funding APIs and back office services. Tailor your customers’ deposit experience by offering multiple deposit methods, leveraging bulk deposits, and taking advantage of instant buying power.*
Withdrawals
Give your customers the flexibility to withdraw funds how and when they need them. DriveWealth offers customizable withdrawal methods so you can build the withdrawal experience that makes sense for your platform.
Transfers
DriveWealth provides the ability to execute individual or bulk transfers across accounts.
*Not all partners are qualified to offer instant buying power, please inquire for additional details.
We’ll do the paperwork
DriveWealth will generate the trade confirmations, month-end statements, and W9 and W-8BEN tax forms you need to operate your business, across all of the asset classes we offer.
Access at your fingertips
Take control of your business using DriveHub – our partner interface to manage many of the “back office” investing functions including your customers, accounts, funding, and trading activities. In DriveHub, you can access reports, trade confirmations, account statements, and other resources designed to set you up for success.
* Disclaimer: This product is provided by DriveWealth, LLC, DriveWealth, LLC provides financial brokerage services, specifically, clearing and custodial services to customers of its introducing partners. The Firm supports products such as: equities, fixed income, mutual funds and options. DriveWealth serves customers worldwide.
Want to empower your customers with modern, innovative products and solutions? Connect with us today.