Get Apex Clearing Corporation Customer Account Transfer Form - Tastyworks

Filling out the Apex Clearing Corporation Customer Account Transfer Form is a straightforward process that allows users to transfer their accounts to Tastyworks. This guide will provide clear, step-by-step instructions to ensure a smooth online experience.

Follow the steps to successfully complete the form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Provide your account information. In the first section, include your account title, social security number or tax ID, and your current Tastyworks account number. Make sure to attach a copy of your most recent account statement.
3. Fill out the information about the account you are transferring. This includes the title of the account you are transferring, the name of your current brokerage firm, and the account number.
4. Select the type of transfer you wish to make. Choose either 'Brokerage Firm Transfer' if you want to transfer all assets in kind, or 'Partial Transfer' if only specific assets are being moved. If you select partial transfer, proceed to the next step.
5. For a partial transfer, specify the assets you wish to transfer. You will need to list the quantity and description or symbol of the assets. If necessary, you can attach additional pages to provide all required information.
6. Read the signature section carefully. By signing, you confirm that all necessary details are true and authorize the transfer. Make sure to sign and date both the primary and secondary signature fields, if applicable.
7. If your account type differs between sections 1 and 2, complete the Letter of Authorization on page 2. Provide the necessary details to validate the transfer.
8. Finally, save your completed form, and choose to download, print, or share it as required.

Complete your account transfer form online today to ensure a seamless transition of your assets.