What is Apex?
Apex Clearing is our custodian firm that handles services for your account. These services include custody of assets, reporting, trade confirmation, settlement, and securities delivery.
Apex Clearing is also a broker-dealer and FINRA/SIPC member.
Apex Crypto provides services for the execution, settlement, and custody of crypto transactions. Apex Crypto is not a member of FINRA or SIPC.
Your cash and securities are held in your brokerage account at Apex Clearing, and your cryptocurrencies are held in your crypto account at Apex Crypto.
Related questions View all Setting up Your Stash Account
Q. IRA Close or Withdrawal State IRA Withholding Requirements
Traditional IRA required state withholdings. If you’re requesting to make a partial withdrawal from your Traditional Individual Retirement Account (IRA), or to close it completely, you’ll need to fill out a withdrawal form before the account can be closed. On this form you must select your Federal and State tax withholding.…
Q. Quick Start Your Stash – 2024 New Depositor Promotion
Looking to take control of your finances in 2024? If you’re a new customer or have not yet made a deposit into your Stash account prior to 01/01/24, you can earn up to $10. To earn the first $5 promo, deposit at least $5 into your Personal or Smart Portfolio by 4/30/24.…
Q. Everything you Need to Know about Dividends
A dividend is a payment to a shareholder when a company shares its profits. The amount of dividends you receive will be proportional to the amount of stock you own in that company. Dividends are usually paid in cash (not additional stock),…
Didn’t find your question?
Tell us what you’re looking for, and we’ll search for resources that could help.Ask your question
Fiduciary 101: Why It’s Our Job to Be Your Advocate
It’s a big word that means a lot when it comes to handling your money. It defines a relationship built on trust and duty.