Powered by Smartsupp
 

Account

Account



Choose the account that best suits your needs

Select from a variety of account types designed to meet your needs. Learn about the account options available to you below, then open your account today.

Individual & Joint

Gain access to the trading tools and research you need with one of our most popular and flexible accounts for traders. They can be individual or joint accounts and can be upgraded for options or futures, as well.

Learn More

Retirement

Choose from a variety of flexible retirement accounts, including the Traditional IRA, Roth IRA, or SEP IRA, to meet your retirement goals.

Learn More

Entity

We offer entity accounts for corporations, limited liability companies, partnerships, trusts and sole proprietorships to accomodate the structure you want to use to invest.

Learn More

Apex Holdings Crytpo, Inc. offers only individual, joint, and entity accounts.

Funding instructions for Equities Accounts

We offer multiple ways to fund your account. Choose your account type below to learn more.

Required initial funding for equities accounts: $500 minimum for cash and $2,000 minimum for margin.*

SMART TRANSFER

Description:
Transfer cash assets to or from your domestic linked bank account or another Apex Holdings account.

Fee:
FREE

Maximum:
$50,000

WIRE TRANSFER


Wire Transfer Details

Description:
Transfer money electronically from one of your existing bank or brokerage accounts to your Apex Holdings Securities Equities account.

Trading Availability:
Next Day (if received before 4 p.m. ET today)

Fee:
FREE

Instructions
  1. Before wiring, confirm your Apex Holdings Equities account is approved and is ready to receive a wire. Remember that the title of your Apex Holdings Securities account and the title of the account from which you are transferring funds must match.
  2. Provide the information below to your existing bank to request the transfer.

Beneficiary Bank

JPMorgan Chase
270 Park Avenue
New York, NY 10017
(877) 204-1123
ABA Routing: 021-000-021
SWIFT BIC Routing: CHASUS33


Beneficiary Account

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 066628636
For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

CHECK DEPOSIT

Description:
Send a check via U.S. Mail, overnight, or certified mail, along with your signed documents.

Trading Availability:
Up to 3 business days

Fee:
FREE

Instructions
  1. If you are making an IRA contribution, include the contribution year in the memo portion of your check.
    Make check payable to: Apex Holdings Securities, Inc.
  2. Mail check to:
    Apex Holdings Securities, Inc.
    8050 SW 10th Street, Suite 2000
    Plantation, FL 33324

ELECTRONIC TRANSFER (ACAT)

Description:
Transfer cash and most securities electronically from an account at another financial institution to a Apex Holdings Securities account (including IRA accounts).

Trading Availability:
7-10 business days

Fee:
FREE

Instructions
  1. Include a copy of your most recent statement (this must be included in order to complete the transfer)
  2. Mail both of the above to:
    Apex Holdings Securities, Inc.
    8050 SW 10th Street, Suite 2000
    Plantation, FL 33324
* Non-Day Trading Margin Accounts: Non-day trading accounts are restricted to three opening transactions per day, less the number of day trades made in the preceding four trading days. For example, if you have made two day trades in the preceding four trading days, you will be permitted to place one new opening transaction (buy or sell short) on the current day. You will still be able to place as many closing transactions (sell, cover) as you would like on the current day.
Pattern Day Trading Margin Accounts: Based on FINRA day trading rules, any account that places four day trades in a five-trading-day period is permanently deemed to be a “pattern day trading” account. Pattern day trading accounts must maintain a minimum daily equity balance of U.S. $25,000. If the account balance falls below $25,000, trading is restricted to closing transactions only until the account balance is increased to $25,000.

Funding instructions for Futures

We offer multiple ways to fund your account. Choose your account type below to learn more.

Required initial funding for futures and futures options accounts: $500.

SMART TRANSFER

Description:
Transfer cash assets to or from your domestic linked bank account or another Apex Holdings account.

Fee:
FREE

Maximum:
$50,000

Instructions
  1. Access Smart Transfer virtually anywhere from Apex Holdings Client Center

WIRE TRANSFER

Wire Transfer Details

Description:
Transfer money electronically from one of your existing bank or brokerage accounts to your Apex Holdings Securities Futures account.

Trading Availability:
Next Day (if received before 4 p.m. ET today)

Fee:
FREE

Instructions
  1. Before wiring, confirm your Apex Holdings Futures account is approved and is ready to receive a wire. Remember that the title of your Apex Holdings Securities account and the title of the account from which you are transferring funds must match.
  2. Select the link below for the currency you wish to have credited to your account upon completion of the deposit. Source funds that are different than the selected currency will be converted before posting to your account.
  3. Provide the information below to your existing bank to request the transfer:

USD

Beneficiary Bank

JPMorgan Chase
270 Park Avenue
New York, NY 10017
(877) 204-1123
ABA Routing: 021-000-021
SWIFT BIC Routing: CHASUS33

Beneficiary Account

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 799824925

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

EUR

Beneficiary Bank

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L

Beneficiary Account

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 0040813901 (IBAN is preferred)
IBAN: GB36CHAS60924240813901

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

CAD

Intermediary Bank

Royal Bank of Canada, Toronto
180 WELLINGTON STREET WEST
M5J 1J1, Canada
SWIFT BIC Routing: ROYCCAT2

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 095912194132

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813902 (IBAN is preferred)
IBAN: GB09CHAS60924240813902

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

HKD

Intermediary Bank

JPMorgan Chase Bank, Hong Kong
CHARTER HOUSE 8 CONNAUGHT ROAD CENTRAL
HONG KONG
SWIFT BIC Routing: CHASHKHH

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 6743197680

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813906 (IBAN is preferred)
IBAN: GB95CHAS60924240813906

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

GBP

Beneficiary Bank

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
Sort Code: 60-92-42
SWIFT BIC Routing: CHASGB2L

Beneficiary Account

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813908 (IBAN is preferred)
IBAN: GB41CHAS60924240813908

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

SGD

Intermediary Bank

OVERSEA-CHINESE BANKING CORPORATION LIMITED, SINGAPORE
OCBC CENTRE FLOOR 10 63 CHULIA STREET
049514, SINGAPORE
SWIFT BIC Routing: OCBCSGSG

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 501474191001

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813905 (IBAN is preferred)
IBAN: GB25CHAS60924240813905

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

CHF

Intermediary Bank

Union Bank of Switzerland, Zurich
ZURICH, SWITZERLAND
SWIFT BIC Routing: UBSWCHZH80A

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 02300000044129050000B

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813907 (IBAN is preferred)
IBAN: GB68CHAS60924240813907

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

JPY

Intermediary Bank

JPMorgan Chase Bank, Tokyo
TOKYO BUILDING FLOOR 29 2-7-3 MARUNOUCHI, CHIYODA-KU
100-6432, JAPAN
SWIFT BIC Routing: CHASJPJT

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 0195006713

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813904 (IBAN is preferred)
IBAN: GB68CHAS60924240813907

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >

AUD

Intermediary Bank

AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
100 QUEEN ST, MELBOURNE
3000, AUSTRALIA
SWIFT BIC Routing: ANZBAU3M

Beneficiary

JPMorgan Chase Bank N.A. London
1 Chaseside,
Bournemouth,
Dorset, BH7 7DA, England, UK
44-1202-342552
SWIFT BIC Routing: CHASGB2L
Account title: JPMorgan Chase Bank N.A. London
Beneficiary Account: 0218032/00001

Final Beneficiary

Apex Holdings Securities
8050 SW 10th Street, Suite 2000
Plantation, FL 33324
Account Title: Apex Holdings Securities
Account Number: 40813903 (IBAN is preferred)
IBAN: GB79CHAS60924240813903

For further Credit information

Further Credit To:
< Your Apex Holdings account title >
Account Number:
< Your Apex Holdings account # >
*By Order of:
< Title of account at sending bank should match your Apex Holdings account title >


CHECK DEPOSIT

Description:
Send a check via U.S. Mail, overnight, or certified mail, along with your signed documents.

Trading Availability:
Up to 3 business days

Fee:
FREE

Instructions
  1. If you are making an IRA contribution, include the contribution year in the memo portion of your check.
    Make check payable to: Apex Holdings Securities, Inc.
  2. Mail check to:
    Apex Holdings Securities, Inc.
    8050 SW 10th Street, Suite 2000
    Plantation, FL 33324

Funding instructions for Crypto

Please click here for information about how your Apex Holdings Crypto account works if you want to buy crypto assets with U.S. Dollars or deposit crypto assets.

Safety of Funds

The safety of your funds is very important to us. Please click on the links below for an important message from our President.

Safety of Funds – Equities Account

Safety of Funds – Futures Account

All copyright Reserved to Apex Holdings 2023