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.

Legal Action

The following disclosures cover the ramifications of any legal action.

Data Security

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

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.


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