DriveWealth Agreements and Disclosures
Effective as of August 27, 2025
“I acknowledge that I have read the market data agreements below from the represented exchanges. I hereby certify that I qualify as a non-professional pursuant to the definitions described herein.”
NYSE/AMEX Subscriber Agreement
“I acknowledge that I have read Drivewealth Disclosures...”
DriveWealth Customer Account Agreement
Margin Risk Disclosure Statement
Cash Management Program Disclosure Statement - Bank Sweep
Authorization for Ongoing Fund Transfers
All DriveWealth Disclosures and Agreements (where applicable)
“Rule 14b1(c): 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.
Tax Disclosure(W9) : legal.drivewealth.com/tax-disclosure-us-citizens