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  • Apex Clearing Corporation Customer Account Transfer Form

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APEX CLEARING CORPORATION CUSTOMER ACCOUNT TRANSFER FORM Receiving Firm Apex Clearing Corporation (Apex Clearing) Clearing #0158 1. Information about your account: Title of Your Account: Apex Clearing.

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Your USD assets and account are held by Apex Clearing and managed by ViewTrade Securities (VTS) - an SEC-registered and FINRA-regulated broker. Transfers to Apex Clearing are completely safe and legitimate.

Every state, and other jurisdictions, require the escheatment of certain assets based on specific criteria defined by their respective laws. We, along with APEX Clearing, will attempt to contact you if your account appears to have abandoned property prior to the escheatment of your account.

Who is Apex and why would I be receiving something from you? Apex Clearing Corporation (Apex), a subsidiary of Apex Fintech Solutions, is a FINRA registered Broker/Dealer and provides custody and clearing services to the financial services industry.

Apex Clearing Corporation is M1's clearing firm and custodial bank. This means the money and stocks in your M1 Invest Account are held by Apex. Apex is a leader in digital wealth solutions and is consistently selected as the clearing firm for tech-savvy fintech firms.

We, along with APEX Clearing, will attempt to contact you if your account appears to have abandoned property prior to the escheatment of your account.

Companies Currently Using Apex Clearing Company NameWebsitePhoneWebull Financial LLCwebull.com(917) 725-2448SURKUSstartengine.com(800) 317-2200Bumped Inc.bumped.com-Firstrade Securities Inc.firstrade.com(800) 869-88002 more rows

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232