To view your monthly statements with DriveWealth:
1. Log in with your Account ID, last 4 digits of your SSN, and date of birth.
2. You will receive a one-time password on your phone or email depending on your set preference.
3. Once logged in, click on ‘Statements’ on the landing page or on the navigation pane to the left.
4. Select your time period and then click Search. You will have the option to download your statements as PDF. 