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Roth IRAApex Clearing Corporation, (Apex Clearing) CustodianROTH IRA ACCOUNT APPLICATION & AGREEMENT ROTH IRA PLAN ESTABLISHMENT: Forms needed to establish a ROTH IRA Account: 1. 2. 3. 4.ROTH.

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Related content

Eric Eisen, et al. v. Apex Clearing Corporation...
by CA COMPLAINT — Defendant Apex. Clearing Corporation is a brokerage firm regulated by...
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Apex is the fast, secure and reliable digital custody and clearing platform driving the modernization of the financial services industry.

It has over 200 clients, including Betterment, SoFi, Firstrade and Stash, and serves 13 million customer accounts. It has $100 billion in assets under its control and handled 450 million trades last year. Apex's clients have opened 3.2 million accounts this year and 1.2 million cryptocurrency accounts.

Robinhood previously utilized Apex Clearing, which labels itself a digital clearing & custody engine that provides a suite of innovative technology solutions that support the complete trading & investing lifecycle . Apex also clears several other very large roboadvisors, with millions of customer accounts.

When one broker or dealer lends securities to another, the borrower pays collateral slightly higher than their market value along with a fee that goes to the lender and to the clearing broker facilitating the transaction. Both of those streams represent revenue-generating opportunities for Apex and its clients.

APEX CLEARING: THE FULL SERVICE CLEARING & CUSTODY FIRM THAT HOLDS YOUR ACCOUNT.

Apex Clearing Corporation provides digital wealth management solutions. The Company offers account and cash management, paperless account opening and funding processing, automated re-balancing, investment planning, portfolio construction, and other back office services.

Another Ledecky- and Coles-backed SPAC, Northern Star Acquisition Corp, agreed to take pet services firm Barkbox Inc public for $1.6 billion in December. Apex is owned by fintech firm Peak6 Investments LLC and its customers include Firstrade Securities Inc and Social Finance Inc (SoFi), the company's website showed.

Our clearing firm, Apex Clearing Corporation ( Apex ) has an important notice regarding https://online.apexclearing.com. Apex has just been made aware of a site with a similar URL to our online.apexclearing.com site, which we believe has been fraudulently created in an effort to capture client log-in credentials.

Many stock brokers and robo advisors such as Betterment and Wealthfront use Apex Clearing. Other clearing houses include Pershing LLC and the J.P. Morgan Clearing Corp. However, the clearing house doesn't have to be a third party. In some cases, the big brokers have their own self-clearing firms.

For advisory based accounts, Bolton offers clearing and custody through Charles Schwab. This full featured platform offers domestic and international clients access to all major exchanges and investment products with trading in 12 foreign currencies.

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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