Wire Transfer

You can transfer money electronically from one of your existing bank or brokerage accounts to your Apex Holdings account. Deposited funds will be available for trading the next business day if received by 4 p.m. E.T.

Cost: Free | Availability: 1 business day | Deposit Limits: No limits

Instructions

If your bank is located in the United States provide the instructions below to your bank or brokerage firm.

Equities & Options

USD

Wire Instructions for deposits to be posted to the recipient account in U.S. dollars

Beneficiary/Recipient Name:

Apex Holdings Securities Beneficiary Account Number at Bank: 066628636 Beneficiary Address: 8050 SW 10th Street, Suite 2000 Plantation, FL 33324 Instructions for Beneficiary: The title of your Apex Holdings Securities account and the title of the account from which you are transferring funds must match.

Further Credit To:

< Apex Holdings Account Title >

Account Number:

< Apex Holdings Account Number >

By Order of:

< Account Title at Sending Bank >

Beneficiary Bank Name:

JPMorgan Chase

Beneficiary Bank ABA:

021-000-021 Beneficiary

Bank SWIFT Code:

A Swift Code is required for wire deposits initiated outside the United States. CHASUS33

Beneficiary Bank Address:

270 Park Avenue, New York, NY 10017

If your bank is located outside of the United States access funding instructions from the Apex Holdings Client Center.

You can also fund your account using one of the following transfer services.

1. TorFX
2. OFX
3. Continental Currency Exchange
4. Currency Fair
5. OnePip
6. World First UK Ltd

Important notes

1. Apex Holdings does not charge any fees for receiving wire transfers, though many banks and brokerages charge fees for sending them. Wires received from foreign bank accounts may incur additional intermediary bank charges.
2. Please do not wire funds until your account is approved, and you have confirmed that the account is ready to receive a wire.
3. For all incoming wires, the sending bank or firm must reference the title of your Apex Holdings Securities, Inc. or Apex Holdings Equities account from which the funds originated.
4. Please note that the title of your Apex Holdings account and the title of the account from which you are transferring funds must match. Foreign currency funds wired to any of the USD instructions below will be converted to U.S. dollars (USD) upon receipt.

Futures

Beneficiary/Recipient Name:

Apex Holdings Securities Beneficiary Account Number at Bank: 799824925

Beneficiary Address:

8050 SW 10th Street, Suite 2000 Plantation, FL 33324 Instructions for Beneficiary: The title of your Apex Holdings Securities account and the title of the account from which you are transferring funds must match.

Further Credit To:

< Apex Holdings Account Title >

Account Number:

< Apex Holdings Account Number >

By Order of:

< Account Title at Sending Bank >

Beneficiary Bank Name:

JPMorgan Chase

Beneficiary Bank ABA:

021-000-021 Beneficiary

Bank SWIFT Code:

A Swift Code is required for wire deposits initiated outside the United States. CHASUS33

Beneficiary Bank Address:

270 Park Avenue, New York, NY 10017

If your bank is located outside of the United States access funding instructions from the Apex Holdings Client Center.

You can also fund your account using one of the following transfer services.

1. TorFX
2. OFX
3. Continental Currency Exchange
4. Currency Fair
5. OnePip
6. World First UK Ltd

Important notes

1. Apex Holdings does not charge any fees for receiving wire transfers, though many banks and brokerages charge fees for sending them. Wires received from foreign bank accounts may incur additional intermediary bank charges.
2. Please do not wire funds until your account is approved, and you have confirmed that the account is ready to receive a wire.
3. For all incoming wires, the sending bank or firm must reference the title of your Apex Holdings Securities, Inc. or Apex Holdings Equities account from which the funds originated.
4. Please note that the title of your Apex Holdings account and the title of the account from which you are transferring funds must match. Foreign currency funds wired to any of the USD instructions below will be converted to U.S. dollars (USD) upon receipt.

Check

You can deposit cash into your Apex Holdings brokerage account from an external account by mailing in a check.

Cost: Free | Availability: 3-5 days | Deposit Limits: No limits

Instructions

1. Write your Apex Holdings Securities account number in the memo section of your check.
2. If you are making an IRA contribution, include the contribution year in the memo section of your check.
3. Make check payable to: Apex Holdings Securities, Inc. For Rollovers make check payable to: Apex Holdings Securities, Inc. FBO (your name).
4. Mail check to:
   Apex Holdings Securities, Inc.
   8050 SW 10th Street, Suite 2000
   Plantation, FL 33324

Important notes

1. The title and address of your Apex Holdings Securities, Inc. or Apex Holdings equities account and the title and address of the account from which the check you are sending for deposit must match.
2. You may send a check via U.S. mail or overnight or certified mail, along with your signed account documents.
3. All check deposits must be in U.S. dollars and clear through a U.S. corresponding bank. On personal checks, there is a three-business day trading hold for all account types.
4. No hold is required on cashier’s checks, which are considered cleared funds. Funds are available for withdrawal after six business days. We do not accept funding via cash, third-party checks, or money orders.
5. Please include a copy of the remitter for cashier’s checks.

Smart transfer (ACH)

You can transfer cash assets to or from your domestic linked bank account or another Apex Holdings account.

Cost: Free | Availability: 3 days | Deposit Limits: $50,000

Instructions

You can access Smart Transfer virtually anywhere from the Apex Holdings Client Center.

Frequently asked questions

How do I place a trade?

Apex Holdings offers a comprehensive order execution solution that seamlessly integrates with our smart order-routing algorithm. Our clients have the flexibility to route orders directly to various market centers connected by Apex Holdings. You can place orders effortlessly through the Order Bar, Matrix Chart Trading, Market Depth Window, or employ Macros, Hot Keys, and automated strategies on our platform for convenient trading.

How do I reach the Trade Desk?

At Apex Holdings, our dedicated trade desks are staffed with highly experienced trading professionals who are ready to assist you with any trade-related inquiries, questions, or concerns you may have. For Trade Desk hours and additional details, please refer to our support page.

If you have any other questions about funding or making deposits to your account, call Client Services at 1.800.871.3577 or 954.652.7920.