Your shares and cash are held by Vested broker-dealer and custodian partner. The clearing and execution for Vested is provided by DriveWealth LLC, a member of FINRA and SIPC, and Drivewealth uses custodian services provided by Citibank, N.A. and Velox, LLC. Note that in the future, DriveWealth may enter into additional clearing relationships to expand its capabilities and product offerings as well as to reduce operational and financial risk.
You can see the presence of these parties in the trading statement that summarizes all the trades and is produced the next business day. You can find your trade statements in the “Reports” tab. You can also check your holdings at Drivewealth’s back office by logging in here: https://client.drivewealth.com/login
