How do I transfer funds/securities from an existing Drivewealth account to my Stockal account?

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• 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 ...

• How would Stockal transfer the holdings and cash balance to the nominee?

  In the unfortunate case of the demise of the account holder, the nominee(s) added by the holder on the "Account Settings" page gets ownership of the user's portfolio (holdings and cash balance). Our broker partner will transfer the securities to the ...

• How do I withdraw my funds?

  All you need to do is click the "Manage Funds" option under "Investment account" on the main Home page. Under Withdrawable amount you will be shown how much money is available for you to withdraw. This is the "cash" in your account - either ...

• 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 ...