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Mutual Funds

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Mutual Funds

Mutual Funds

DriveWealth’s mutual fund offering covers more than 30,000 mutual funds. Our diverse mutual fund offering supports the various investment needs and objectives of your customers. 

DriveWealth supports complexity with ease. Mutual fund operations can get complex with fund-specific regulations around residency, trading minimums, and breakpoints. DriveWealth navigates fund requirements and regulatory reporting so you don’t have to.

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Features

Automatic Dividend Reinvestments

Automatically reinvest cash dividend payments back into the underlying mutual fund with dividend reinvestment (DRIP).

Robust Reference Data

Access extensive fund information like operating expenses, portfolio turnover, buy minimums, and purchase restrictions.

DCC&S Trading for Qualified Retirement Plans

Utilize Defined Contribution Clearance & Settlement (DCC&S) services for certain qualified retirement plan account types, like HSA accounts.

* 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.

*All trading carries risk, including the potential loss of your entire investment, and past performance is no indication or guarantee of future results. Fractional Trading (defined below) has unique risks and has certain limitations; Fractional Shares (defined below) may also have different rights from full share interests in the same security. You should review and understand these risks and limitations before engaging in Fractional Trading.

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©DriveWealth, LLC SOC 1 Type 2, SOC 2 Type 1 and 2, SOC 3, GDPR and CCPA compliant.  Registered in all 50 US states.

DriveWealth, LLC is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveWealth Institutional is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveLoyalty LLC is a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.
DriveAdvisory, LLC is an SEC-registered investment adviser. View the firm’s background on the SEC’s website.

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. Visit legal.drivewealth.com for full disclosures.

All product and company names are trademarks or registered trademarks of their respective holders, including those which are the properties of DriveWealth. Use of non-DriveWealth trademarks does not imply any affiliation with or endorsement by their holders.

DRIVEWEALTH®, DRIVEHUB® and FRACKER® are trademarks owned by DriveWealth Technologies, LLC and/or its affiliates (“DriveWealth”) registered in the United States. DriveWealth also owns trademark registrations in certain other jurisdictions.

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