Legal Documents

If there are any questions about the documents below, please reach out. 

Legal Documents

Everything You’ll Need

Privacy Policy

We take privacy very seriously and do all that we can to protect you and your data.

Terms of Use

These are the terms of use you agree to when becoming a WealthDrive client.

Full Disclosure

Detailed information on WealthDrive’s services, such as investment methodology, securities selection, performance calculation, and fees.

Data Security

Data security is one of our top priorities here at WealthDrive.

Form CRS

Provides information about our investment services, including product features, fees, and costs.

Legal Action

The following disclosures cover the ramifications of any legal action.

CRM 360

Together we can enhance your ability to provide customized service at scale.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Manage & Rebalance

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Firm Timeline

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.


Learn about why we exist and who we are as a firm.


Capture, connect and close new business faster.


Attract the right type of prospects and engage with them.

Revenue Maximizer

Maximize all the possible revenue streams for your business.

Data Migration

Let WealthDrive do the heavy lifting with data migration.


Allow us to take a deep dive into your practice and provide guidance.

Watch Lists

Find investments quickly that make good sense.