$500 for a cash account, $2,000 for a margin account
A margin account allows you to increase your purchasing power by borrowing against the securities deposited in your account. Please click here to view FINRAs investors’ margin guidance.
This can be completed by requesting or downloading the ACAT form for the downloads page and returned along with a copy a recent statement from the delivering firm.
If you have never logged in to the Apex site before, user log-ins and passwords may be obtained by clicking on the orange Login tab on the top right corner, then Create a User ID.
After clicking on Create a User ID, you’ll be asked for your Apex Account number, select 10-Apex Clearing and enter your 8-digit Apex account number in the second box.
For US accounts: Enter your Social Security Number or Tax ID (no dashes)
For non US accounts, enter your address line 1
Enter your e-mail address
You will be asked for a Secret Question and Answer. This is done so that if you forget your User ID and/or password in the future, Apex can verify your identity and e-mail you the information.
You will then be asked to create a User ID and password. The password must contain both upper and lowercase letters, a special character and a number.
Once you are logged into your Apex account (instructions above), from the menu, under Tools -> Update Profile. Select the type of correspondence you would like to receive via E-Delivery and once you accept the conditions, you are all set.
Aside for saving the planet and clutter, Apex charges $5 for statements and $2 for confirmations sent in the mail.
You can request funds by completing and returning either the check request, domestic or international wire request form and return it to us via fax 646-381-7010; Scan and email to firstname.lastname@example.org or mailing it to us.
Please send a signed request via fax 646-381-7010 or scan and email to email@example.com.
You can easily enable MFA by clicking the settings icon on the top right portion of the Alpha Plan screen and click the Security tab to select your preferred method of receiving the unique security code.
Depending on the option you select, you will receive; a text message or email push notification to your phone or an email containing a verification code that you will input at login.