How do I find my Stockal account number?
Log In to your account, Navigate to the "Account Settings", by clicking on the drop-down next to your initials on the top right-hand corner of the screen. You can find your brokerage account number mentioned under basic details along with your username.
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Where can I find my beneficiary account number?
You can find the beneficiary account number by following the below path: a.Click on "Investment Account", select "Add Funds" b.Click on "Add new bank" c.Add your Bank details and click on continue d.Enter the Amount you wish to add and select the ...I was recommended to Stockal by my investment advisor. Do I pay them a fee on Stockal?
No. If thereis a fee-based arrangement between you and your investment advisor or wealth manager, currently you will manage your fee payments outside of Stockal. We are working on functionality to help investment managers manage multiple client ...How do I transfer funds/securities from an existing Drivewealth account to my Stockal account?
You need to fill out the transfer form to transfer securities and/or funds from one DriveWealth account to another DriveWealth account. Please contact our support team via chat, email or phone for the transfer form. When the completed form is sent ...Can I transfer funds/securities from my existing broker to Stockal account&vice-versa?
Yes, the transfer of shares can be done from your existing broker to Stockal or vice-versa. Our broker partner supports the below type of transfers which you can check with your broker which of these do they support. -ACAT -DWAC Transfer -DRS ...What are the U.S. bank details for adding funds to my investment account?
The details of the beneficiary bank to add funds are as follows: Beneficiary Name:DRIVEWEALTH LLC Beneficiary Address:28 Liberty St, 50th floor, New York, NY, USA, 10005. Beneficiary Contact Number:+1 800 935 9935 Beneficiary Bank Name:JPMorgan Chase ...