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How to access documents and statements from brokers before migration? (Passfolio and Stake)
How to access documents and statements from brokers before migration? (Passfolio and Stake)
Updated over 6 months ago

You can access your information through DriveWealth.
It is not possible for us to access Passfolio/Stake information, to access the documentation, you need:

  • Investment account number

  • Have your tax identification number at hand

In case you do not know your account number, you can request it through this link (https://client.drivewealth.com/tax-center-util) using the email address you had registered with your old Broker. If you already have your account number, you can go to the next step.

Log in through this link (https://client.drivewealth.com/login) with the following details:

  • DriveWealth account number

  • Type the last four digits of your tax ID number

  • Choose to receive via email

  • Confirm your date of birth, and you're done!

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