Implementation and Ongoing Support

With DriveWealth, you can start offering your customers real-time, dollar-equivalent based investing in fractional shares in as little as 60 days.

Our dedicated Partner Solutions experts will guide you through our three-step process:

DESIGN.

Tell us about the experience you want to enable. We’re happy to share our product or industry thoughts to help guide how you should encourage customers to think about investing.

INTEGRATE.

Your development team has access to a replica of production to build and test your product. Our experts have substantial experience leading API technology and workflow integrations for Partners of all sizes and business models across the world.

LAUNCH.

Once you’re fully-integrated, our compliance and legal teams take a look to make sure nothing seems out of place. We provide production access, and accounts are instantly ready to be opened!

Post-launch, our staff is available to answer questions regarding brokerage accounts, money movement, and more. Plus, you’ll get real-time support through a dedicated Slack channel.

Partner Portal

The DriveWealth solution provides you with a Partner Portal to manage your integrations, validate API usage, and manage customer accounts pre- and post-launch.

Partner Portal has a simple interface to assign employee user roles and permissions. Choose from pre-set roles based on Series 7 and 24 licensing, or customize permissioning as needed to ensure compliance with security regulations.

Privacy

DriveWealth uses a layered approach of overlapping controls, monitoring and authentication to ensure the overall security of the company’s data, network and system resources.

Still have questions?

Great. Contact us today and we’ll be happy to answer them.

Brokerage services and investment products provided by DriveWealth, LLC. The availability of brokerage investment products may vary by country. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment and/or tax professional about your specific circumstances prior to making an investment decision. Brokerage investment products: Not FDIC Insured * No Bank Guarantee * May Lose Value. API stands for application program interface. An API specifies how software components should interact. Our suite of APIs allow our partners to build applications that connect to our brokerage platform. DriveWealth’s patent-pending Fracker® technology democratizes investing by enabling investors to purchase a fractional share of a stock, which is less than a single share. For example, if a stock is trading at $1,800 per share, the Fracker® has the ability to break this into multiple fractional shares out to 8 decimal places, so retail investors can buy what they can afford – if that’s $1 or $100. DriveWealth’s technology tracks the fractional ownership amounts, and ensures investors receive trading confirmations, statements, and tax reporting for only the fractional share of the investment. DriveWealth’s unique Fractional share program allows you to purchase securities in dollar amounts rather than share quantities. Please be advised that trading in fractional shares has unique risks and limitations that you should understand prior to participation in DriveWealth’s Fractional Share Program. Visit legal.drivewealth.com for full disclosures on fractional share trading. Loyalty rewards programs may encourage specific consumer habits. DriveWealth, LLC facilitates execution of the loyalty rewards program offered by your introducing broker, advisor, and/or card issuer. All rewards processed by DriveWealth are in the form of buy orders for equity securities; merchant credits and cash back programs are not provided by DriveWealth. Participating in a loyalty rewards program may have unintended consequences related to your brokerage account maintained at DriveWealth including, but not limited to, concentration in a particular security. DriveWealth makes no determination as to your eligibility to participate in a loyalty rewards program or the suitability of the investments obtained through such loyalty rewards program. Please consult with your introducing broker, advisor and/or card issuer for the specific terms and conditions of your loyalty rewards program.