Default · Beta
Drive Wealth
API integration
Ship Default features without building the integration. Full Drive Wealth API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.
Built for specific customer use cases. Issues are resolved quickly.
Talk to usUse Cases
Why integrate with Drive Wealth
Common scenarios for SaaS companies building Drive Wealth integrations for their customers.
Sync KYC and user identity data into DriveWealth accounts
Compliance and identity verification SaaS platforms can push verified user PII and document proofs directly into DriveWealth's Users API, automating the onboarding pipeline for fintechs offering U.S. equity access.
Aggregate portfolio and account data for wealth management dashboards
Portfolio reporting and tax-loss harvesting SaaS tools can pull positions, balances, and buying power from DriveWealth accounts so advisors see real-time, consolidated client performance without switching platforms.
Automate user provisioning for embedded investing experiences
Neobanks and super-apps building invest tabs need to programmatically create and manage DriveWealth user records. A B2B SaaS can use a unified integration to handle user creation, updates, and status checks across multiple brokerage backends.
Power stock-back rewards and micro-investing workflows
Loyalty and rewards SaaS platforms that convert cashback into fractional equity purchases need reliable access to DriveWealth user and account data to map reward events to the correct brokerage accounts.
Centralize user directory data across multiple brokerage providers
B2B SaaS companies integrating with several brokerage-as-a-service providers can normalize user identity data from DriveWealth alongside other platforms through a single unified interface, reducing integration maintenance overhead.
What You Can Build
Ship these features with Truto + Drive Wealth
Concrete product features your team can ship faster by leveraging Truto’s Drive Wealth integration instead of building from scratch.
Automated KYC-to-brokerage user provisioning
Push verified identity data from your compliance workflow directly into DriveWealth to create and update user records without manual re-entry.
Unified user directory across brokerage backends
List, search, and manage DriveWealth users alongside users from other integrated platforms through Truto's Unified User Directory API.
Real-time user status monitoring dashboard
Surface DriveWealth user approval states, document verification status, and tax form generation progress in your own SaaS interface.
Bulk user onboarding pipeline
Batch-create DriveWealth user records for large-scale fintech rollouts, handling pagination and error recovery through Truto's managed integration layer.
Cross-border identity data sync
Map international PII formats and tax documentation requirements (W-9, W-8BEN) to DriveWealth's user schema automatically during onboarding.
Unified APIs
Unified APIs for Drive Wealth
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
Unified User Directory API
Users
The User object represents a User.
How It Works
From zero to integrated
Go live with Drive Wealth in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Drive Wealth account
Use Truto’s frontend SDK to connect your customer’s Drive Wealth account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Drive Wealth
Truto’s Proxy API is a 1-to-1 mapping of the Drive Wealth API. You call us, we call Drive Wealth, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Drive Wealth’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Drive Wealth on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
What Unified APIs does Truto support for DriveWealth?
Truto currently maps DriveWealth to the Unified User Directory API, giving you standardized access to user (identity and KYC) data. Additional tools and unified API mappings are built on request based on your specific workflow needs.
How does authentication work for connecting DriveWealth accounts?
DriveWealth uses API key-based authentication. Truto manages credential storage and token handling so your application doesn't need to deal with auth lifecycle directly.
Can I access DriveWealth account, position, or transaction data through Truto?
The current integration focuses on user directory data. Support for accounts, positions, transactions, and order-related endpoints can be added on request — Truto builds custom tools and mappings based on the specific data you need.
Does Truto handle DriveWealth's pagination and rate limits?
Yes. Truto abstracts away pagination across list endpoints and manages rate-limit retries so your application receives complete result sets without needing to implement provider-specific logic.
How fresh is the user data synced from DriveWealth?
Data is fetched from DriveWealth's API in real time when you make a request through Truto. For event-driven freshness, DriveWealth also supports webhooks for user and account updates, which can be incorporated into your integration on request.
Can I request additional DriveWealth API coverage beyond what's currently available?
Absolutely. Truto builds new tools and extends unified API coverage on request. If you need support for orders, funding workflows, AutoPilot rebalancing, or tax document retrieval, reach out and the integration can be expanded to match your use case.
Drive Wealth
Get Drive Wealth integrated into your app
Our team understands what it takes to make a Drive Wealth integration successful. A short, crisp 30 minute call with folks who understand the problem.
Talk to us