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grid-featured-rowspan-new svelte-vxy1wu"><button href="#" class="main-link | afs-fs-500 afs-d-block svelte-vxy1wu" style="--mobile-menu-item-animation-order: 1;"><!-- HTML_TAG_START -->Products<!-- HTML_TAG_END --></button> <div class="sub-nav-wrapper svelte-vxy1wu"> <ul class="nav-list level-2 svelte-vxy1wu afs-container"><li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/developers/ascendos/"><!-- HTML_TAG_START -->AscendOS™ Platform<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>A cloud-native ecosystem built for fintechs, broker-dealers, and wealth management firms</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/ai-suite/"><!-- HTML_TAG_START -->Apex AI Suite<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>Prototype smarter, deploy faster, and deliver AI-powered financial planning from Wavvest</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/products/clearing-and-custody/"><!-- HTML_TAG_START -->Clearing and Custody<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/#account-types"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Account Types<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/real-time-ledger/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Real-Time Ledger<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/asset-classes/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Asset Classes<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/alternatives/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Alternatives<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/fixed-income/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Fixed Income<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/#corporate-actions"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Corporate Actions<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/#margin-lending"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Margin Lending<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/#investigations-and-financial-crimes"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Investigations and Financial Crimes Compliance<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/clearing-and-custody/#FPSL"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Stock Lending<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/products/wealth-management/"><!-- HTML_TAG_START -->Wealth Management<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/apex-direct-brokerage-as-a-service-with-cloud-native-tech/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Apex Direct<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/ascend-investor/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Ascend Investor<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/trading/rebalancer/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Apex Rebalancer<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/#ascend-workstation"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Ascend Workstation<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/augmented-advice/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Augmented Advice<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/#data-insights-and-tools"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->
75Data Insight and Tools<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/direct-indexing/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Direct Indexing<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/#model-marketplace"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Model Marketplace<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/wealth-management/service-experience/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Service Experience<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/ai-suite/#wavvest-ai-planning-tool"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Wavvest AI Planning Tool<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/products/account-opening-funding/"><!-- HTML_TAG_START -->Account Opening and Funding<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/#account-opening"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Account Opening<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/#account-funding"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Account Funding and Money Movements<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/real-time-acats/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->ACATS<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/#financial-crimes-compliance"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->AML and Fraud-Protection Checks<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/401k-rollovers/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->401(k) Rollovers<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/account-opening-funding/530a-trump-account-rollovers/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->530A (Trump) Account Rollovers<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/products/trading/"><!-- HTML_TAG_START -->Trading<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/trading/rebalancer/"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->Apex Rebalancer<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/trading/#overnight-trading"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->24x5 Trading<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/trading/#OMS-EMS-FIX-engine"><div class="content svelte-vxy1wu"><span class="link-text svelte-vxy1wu"><!-- HTML_TAG_START -->OMS, EMS, and FIX engine<!-- HTML_TAG_END --></span> <span class="link-description svelte-vxy1wu"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></div> </a></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-3  svelte-vxy1wu" href="/products/trading/#fractional-trading"><div class="content 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 </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/products/cost-basis-tax/"><!-- HTML_TAG_START -->Cost Basis and Tax<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>Automated, intraday cost basis tracking and tax reporting built for scale</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/integrations/"><!-- HTML_TAG_START -->Integrations and Partnerships<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>Curated third-party solutions to build your tech stack</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item featured 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HTML_TAG_START -->Developer Portal<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>APIs, SDKs, documentation, and more</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/ai-suite/"><!-- HTML_TAG_START -->Apex AI Suite<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 svelte-vxy1wu"><li class="nav-list-item  svelte-vxy1wu"><span class="sub-link level-3  svelte-vxy1wu"><!-- HTML_TAG_START --><em>AI-Powered Prototyping, Process Automation, and Accelerated Time to Market</em><!-- HTML_TAG_END --> </span></li>  </ul></li> <li class="nav-list-item  svelte-vxy1wu"><a class="sub-link level-2 has-children  svelte-vxy1wu" href="/developers/ascendos/"><!-- HTML_TAG_START -->AscendOS™ Platform<!-- HTML_TAG_END --> </a>  <ul class="nav-list level-3 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-->Apex AI Suite<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><span class="sub-link afs-body-limited level-3  svelte-1pwplzo" aria-disabled="true"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START --><em>Prototype smarter, deploy faster, and deliver AI-powered financial planning from Wavvest</em><!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </span></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/products/clearing-and-custody/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Clearing and Custody<!-- HTML_TAG_END --> <span 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HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/products/clearing-and-custody/asset-classes/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Asset Classes<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 3;"><a href="/products/clearing-and-custody/alternatives/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Alternatives<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 4;"><a href="/products/clearing-and-custody/fixed-income/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Fixed Income<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><a href="/products/clearing-and-custody/#corporate-actions" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Corporate Actions<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 6;"><a href="/products/clearing-and-custody/#margin-lending" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Margin Lending<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 7;"><a href="/products/clearing-and-custody/#investigations-and-financial-crimes" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Investigations and Financial Crimes Compliance<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 8;"><a href="/products/clearing-and-custody/#FPSL" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Stock Lending<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 3;"><a href="/products/wealth-management/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Wealth Management<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><a href="/products/wealth-management/apex-direct-brokerage-as-a-service-with-cloud-native-tech/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Apex Direct<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 1;"><a href="/products/wealth-management/ascend-investor/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Ascend Investor<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/products/trading/rebalancer/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Apex Rebalancer<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 3;"><a href="/products/wealth-management/#ascend-workstation" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Ascend Workstation<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 4;"><a href="/products/wealth-management/augmented-advice/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Augmented Advice<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><a href="/products/wealth-management/#data-insights-and-tools" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->
75Data Insight and Tools<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 6;"><a href="/products/wealth-management/direct-indexing/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Direct Indexing<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 7;"><a href="/products/wealth-management/#model-marketplace" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Model Marketplace<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 8;"><a href="/products/wealth-management/service-experience/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Service Experience<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 9;"><a href="/ai-suite/#wavvest-ai-planning-tool" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Wavvest AI Planning Tool<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 4;"><a href="/products/account-opening-funding/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Account Opening and Funding<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><a href="/products/account-opening-funding/#account-opening" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Account Opening<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 1;"><a href="/products/account-opening-funding/#account-funding" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Account Funding and Money Movements<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/products/account-opening-funding/real-time-acats/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->ACATS<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 3;"><a href="/products/account-opening-funding/#financial-crimes-compliance" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->AML and Fraud-Protection Checks<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 4;"><a href="/products/account-opening-funding/401k-rollovers/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->401(k) Rollovers<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><a href="/products/account-opening-funding/530a-trump-account-rollovers/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->530A (Trump) Account Rollovers<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><a href="/products/trading/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Trading<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><a href="/products/trading/rebalancer/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Apex Rebalancer<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 1;"><a href="/products/trading/#overnight-trading" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->24x5 Trading<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/products/trading/#OMS-EMS-FIX-engine" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->OMS, EMS, and FIX engine<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 3;"><a href="/products/trading/#fractional-trading" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Fractional Trading<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 4;"><a href="/products/trading/treasury-management/" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Treasury Management<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><a href="/products/trading/#trade-desks" class="sub-link afs-body-limited level-3  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Trade Desk Support<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 6;"><a href="/products/cost-basis-tax/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Cost Basis and Tax<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><span class="sub-link afs-body-limited level-3  svelte-1pwplzo" aria-disabled="true"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START --><em>Automated, intraday cost basis tracking and tax reporting built for scale</em><!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </span></li>  </ul></li> <li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 7;"><a href="/integrations/" class="sub-link afs-body-limited level-2 has-children  svelte-1pwplzo"><!-- HTML_TAG_START -->Integrations and Partnerships<!-- HTML_TAG_END --> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span> </a> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item  svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><span class="sub-link afs-body-limited level-3  svelte-1pwplzo" aria-disabled="true"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START --><em>Curated third-party solutions to build your tech stack</em><!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </span></li>  </ul></li> <li class="nav-list-item featured svelte-1pwplzo" style="--mobile-menu-item-animation-order: 8;"><span class="sub-link afs-body-limited level-2 has-children featured no-link footerHide svelte-1pwplzo" aria-disabled="true"><!-- HTML_TAG_START -->Featured<!-- HTML_TAG_END --> </span> <ul class="nav-list level-3 svelte-1pwplzo"><li class="nav-list-item product-three svelte-1pwplzo" style="--mobile-menu-item-animation-order: 0;"><a href="/library/real-time-data-access-whitepaper/" class="sub-link afs-body-limited level-3 product-three svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Read Fact Sheet<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START -->See why real-time data access matters<!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item product-one svelte-1pwplzo" style="--mobile-menu-item-animation-order: 1;"><a href="/library/ascendos-fact-sheet/" class="sub-link afs-body-limited level-3 product-one svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Read Fact Sheet<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START -->Discover our cloud-native platform<!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item product-two svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><a href="/library/cloud-whitepaper/" class="sub-link afs-body-limited level-3 product-two svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Read Whitepaper<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START -->Learn why we’re building in the cloud<!-- HTML_TAG_END --></span></span> </a></li>  </ul></li>  </ul>  </div></li> <li class="nav-list-item grid-featured-rowspan svelte-1pwplzo" style="--mobile-menu-item-animation-order: 2;"><button class="header svelte-br58br" id="accordion-header-11631" aria-controls="accordion-content-11631"> <span class="main-link | afs-body-sm afs-fw-semi-bold afs-mt-3 afs-d-block svelte-1pwplzo" slot="header">Developers <div class="navigation-arrow off"><div class="interactive-nav-arrow | black | afs-full-bg::before afs-full-bg::after undefined svelte-1hbw26r"><span class="arrow right svelte-1hbw26r"></span> </div></div> </span></button> <div id="accordion-content-11631" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-11631"><ul class="nav-list level-2 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75<a href="https://trust.apexfintechsolutions.com/" class="sub-link afs-body-limited level-2  svelte-1pwplzo"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Apex Trust Center<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </a></li> <li class="nav-list-item cky-banner-element svelte-1pwplzo" style="--mobile-menu-item-animation-order: 5;"><span class="sub-link afs-body-limited level-2 cky-banner-element svelte-1pwplzo" aria-disabled="true"><span class="content svelte-1pwplzo"><span class="link-text svelte-1pwplzo"><!-- HTML_TAG_START -->Your Privacy Choices<!-- HTML_TAG_END --></span> <span class="link-description svelte-1pwplzo"><!-- HTML_TAG_START --><!-- HTML_TAG_END --></span></span> </span></li>  </ul>  </div></li>  </ul> <ul class="utility-nav-list | afs-mt-3" style="--mobile-menu-items-length: 6;"><li class="nav-list-item"><a style="--mobile-utility-menu-item-animation-order: 1;" class="utility-menu-link | afs-d-block afs-body-limited afs-fw-semi-bold afs-mb-3 svelte-j9bf96" href="/legal/">Legal </a> </li><li class="nav-list-item"><a style="--mobile-utility-menu-item-animation-order: 2;" class="utility-menu-link | afs-d-block afs-body-limited afs-fw-semi-bold afs-mb-3 svelte-j9bf96" href="/privacy/">Privacy </a> </li><li class="nav-list-item"><a style="--mobile-utility-menu-item-animation-order: 3;" class="utility-menu-link | afs-d-block afs-body-limited afs-fw-semi-bold afs-mb-3 svelte-j9bf96" href="/contact-us/">Contact </a> </li><li class="nav-list-item"><button class="header svelte-br58br" id="accordion-header-fafdsdfsffdasasd" aria-controls="accordion-content-fafdsdfsffdasasd"> <a slot="header" style="--mobile-utility-menu-item-animation-order: 4;" class="utility-menu-link | afs-d-block afs-body-limited afs-fw-semi-bold afs-mb-3 svelte-j9bf96">Login </a></button> <div id="accordion-content-fafdsdfsffdasasd" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-fafdsdfsffdasasd"><ul class="afs-mt-1" slot="content"><li class="nav-list-item"><a class="afs-d-block afs-body-limited afs-fw-semi-bold afs-mb-3 svelte-j9bf96" target="_blank" href="https://public-apps.apexclearing.com/session/?_ga=2.150877494.1074931506.1698088969-725538321.1697723181&amp;_gl=1*gnrkkp*_ga*NzI1NTM4MzIxLjE2OTc3MjMxODE.*_ga_RCCP8DVNYL*MTY5ODA4ODk2OS4yLjAuMTY5ODA4ODk2OS42MC4wLjA.#/login/">Apex Clearing</a> </li> </ul> </div> </li> </ul></div> </nav> </header>  <main id="main-content" class="app-main theme-blue template-default svelte-1diwct9"> <section class="hero | afs-hero | afs-text-center afs-dynamic-background svelte-qelp67" style=""><div class="afs-container"><hgroup class="section-heading-container afs-text-center undefined svelte-fpka12 center-text-on-mobile use-section-spacing"> <h1 class="section-heading afs-mx-center  svelte-fpka12   afs-display-md"><!-- HTML_TAG_START -->Opening a Brokerage Account in Real Time
76<!-- HTML_TAG_END --></h1> <div data-size="md" class="section-sub-heading afs-wysiwyg afs-mx-center  svelte-fpka12 afs-body-md  has-heading spacing-md"><!-- HTML_TAG_START --><p>Plug into our real-time account opening to convert prospects to clients as fast as they can type.</p>
77<!-- HTML_TAG_END --></div></hgroup> <div class="btn-container svelte-qelp67"> <a class="secondary-btn svelte-qelp67" href="/contact-sales/">Start a Conversation</a></div> </div></section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" data-bg-image-type="cover" data-color="tertiary" data-spacing-top="md" data-spacing-bottom="md"><div class="content-area | afs-container svelte-svb8o9"><div class="left-col svelte-svb8o9"><div class="section-heading-container afs-text-left afs-mb-3 svelte-fpka12 center-text-on-mobile use-section-spacing"> <h2 class="section-heading afs-mx-left afs-heading-2 svelte-fpka12  afs-display-sm"><!-- HTML_TAG_START -->Accelerate New Client Onboarding
78<!-- HTML_TAG_END --></h2> </div></div> <div class="right-col svelte-svb8o9"><div class="afs-wysiwyg" data-size="md"><!-- HTML_TAG_START --><p>Give your clients a digital-first experience where they can open, fund, and invest in real-time.</p>
79<p><strong><a href="#new-accounts">New Accounts</a></strong></p>
80<p><strong><a href="#accelerated-ID-verification">Accelerated ID Verification</a>  </strong></p>
81<p><strong><a href="#facet">How Facet Uses Onboarding to Pursue Growth</a></strong></p>
82<p><strong><a href="#account-funding">Account Funding and Money Movements</a></strong></p>
83<p><strong><a href="#acat">New ACATS Protocols</a>
83 </strong></p>
84<p><strong><a href="#AML">AML and Fraud-Protection Checks</a></strong></p>
85<p><strong><a href="#contact-sales">Contact Sales</a></strong></p>
86<!-- HTML_TAG_END --></div> </div></div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="new-accounts" data-bg-image-type="cover" data-color="secondary" data-spacing-top="md" data-spacing-bottom="md"><div class="featured-image-cta | afs-container wp-two_column_image_right svelte-60hqwx"><div class="content-col svelte-60hqwx"><div class="headingLabel afs-body-lg svelte-iurtfq"><!-- HTML_TAG_START -->New Accounts <!-- HTML_TAG_END --></div> <div class="section-heading-container afs-text-left afs-mb-3 svelte-fpka12 center-text-on-mobile use-section-spacing"> <h2 class="section-heading afs-mx-left  svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START -->Open a Brokerage Account in Seconds*
87<!-- HTML_TAG_END --></h2> </div> <div class="afs-wysiwyg" data-size="md"><!-- HTML_TAG_START --><p>Enable real-time capabilities for opening a brokerage account by plugging into our APIs or using our pre-built UIs. Our standard process validates customer information as it goes, reducing the opportunity for errors. And it uses straight-through processing to avoid the delay of manual steps.</p>
88<p><strong>30+ Account Types Including</strong></p>
89<ul>
90<li>Individual</li>
91<li>Joint</li>
92<li>Retirement</li>
93<li>Individual margin</li>
94<li>Institutional</li>
95<li>Trust</li>
96<li>Entity</li>
97<li>And more</li>
98</ul>
99<!-- HTML_TAG_END --></div> <a href="/contact-sales/" class="afs-cta-button afs-mb-3 afs-mt-4 svelte-rcobaw" target="_blank" data-size="md" data-type="primary" type=""><!-- HTML_TAG_START -->Request a Live Demo<!-- HTML_TAG_END --></a></div> <div class="image-col svelte-60hqwx"><img src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/05/account-opening_v2.png" alt="Mobile app screens showing a Risk Tolerance Questionnaire, including &quot;What's Your Investment Objective?&quot; with answers Capital Preservation, Income, Growth, Speculation, and Other" class="svelte-60hqwx"></div></div> <div class="legal-container afs-container"><div class="test-2 legal afs-legal"><!-- HTML_TAG_START --><p>*Most securities accounts can be opened in seconds and funded moments later, enabling trading thereafter.</p>
100<!-- HTML_TAG_END --></div></div></section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="accelerated-ID-verification" data-bg-image-type="cover" data-color="tertiary" data-spacing-top="md" data-spacing-bottom="md"><div class="icon-content-grid | afs-container | mobile_columns_two svelte-15egse0"><hgroup class="section-heading-container afs-text-left heading-group svelte-fpka12  use-section-spacing"><p class="section-heading-label afs-label-xl afs-mx-left afs-fw-medium svelte-fpka12"><!-- HTML_TAG_START -->Accelerated ID Verification <!-- HTML_TAG_END --></p> <h2 class="section-heading afs-mx-left fullWidth afs-fw-bold svelte-fpka12  afs-display-sm"><!-- HTML_TAG_START -->Premium Service Helps Reduce Abandonment
101<!-- HTML_TAG_END --></h2> <div data-size="md" class="section-sub-heading afs-wysiwyg afs-mx-left fullWidth svelte-fpka12 afs-body-md  has-heading spacing-md"><!-- HTML_TAG_START --><p>With just a phone number and tax ID, our Accelerated Identity Verification (AIDV) service leverages an investor&#8217;s digital footprint to pre-populate account applications, significantly reducing friction when opening a brokerage account by using verified data to drive faster onboarding.</p>
102<!-- HTML_TAG_END --></div></hgroup> <div class="icons col-three afs-text-left svelte-15egse0 has-icons"><div class="icon-item svelte-15egse0"><div class="icon-wrapper svelte-15egse0"><img class="icon svelte-15egse0" src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/icon-product-32.svg" alt="Two diamond shapes intersecting"> </div> <h3 class="icon-title | afs-fs-600 | afs-fw-bold svelte-15egse0">Reduce Abandonment </h3> <div class="icon-content svelte-15egse0"><div class="icon-description | afs-wysiwyg" data-size="sm"><!-- HTML_TAG_START --><p>Abandonment rates for financial forms that take more than five minutes can spike to 60% or higher.*</p>
103<!-- HTML_TAG_END --></div> </div> </div><div class="icon-item svelte-15egse0"><div class="icon-wrapper svelte-15egse0"><img class="icon svelte-15egse0" src="https://library.apexfintechsolutions.
103com/wp-content/uploads/2025/12/icon-product-31.svg" alt="Two diamond shapes intersecting"> </div> <h3 class="icon-title | afs-fs-600 | afs-fw-bold svelte-15egse0">Prefill Applications </h3> <div class="icon-content svelte-15egse0"><div class="icon-description | afs-wysiwyg" data-size="sm"><!-- HTML_TAG_START --><p>Use verified identity data from credit records, debit card records, and other digital footprint sources.</p>
104<!-- HTML_TAG_END --></div> </div> </div><div class="icon-item svelte-15egse0"><div class="icon-wrapper svelte-15egse0"><img class="icon svelte-15egse0" src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/07/icon-product-28-v2.svg" alt="A blue circle is partially covered by a red quarter-circle outline, positioned so the quarter-circle appears to overlap the upper right section of the blue circle on a light gray background."> </div> <h3 class="icon-title | afs-fs-600 | afs-fw-bold svelte-15egse0">Real-Time Verification </h3> <div class="icon-content svelte-15egse0"><div class="icon-description | afs-wysiwyg" data-size="sm"><!-- HTML_TAG_START --><p>Provide real-time verification thanks to integration with our APIs for near-instant results.</p>
105<!-- HTML_TAG_END --></div> </div> </div><div class="icon-item svelte-15egse0"><div class="icon-wrapper svelte-15egse0"><img class="icon svelte-15egse0" src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/05/icon-product-10.svg" alt="A simple logo with a blue geometric shape resembling an open book and a pink outlined hexagon above it on a light gray background."> </div> <h3 class="icon-title | afs-fs-600 | afs-fw-bold svelte-15egse0">Better Client Experience </h3> <div class="icon-content svelte-15egse0"><div class="icon-description | afs-wysiwyg" data-size="sm"><!-- HTML_TAG_START --><p>Make a better first impression with a tech-forward experience for new clients, including fewer resubmissions.</p>
106<!-- HTML_TAG_END --></div> </div> </div><div class="icon-item svelte-15egse0"><div class="icon-wrapper svelte-15egse0"><img class="icon svelte-15egse0" src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/05/icon-product-19.svg" alt="A solid blue hexagon overlaps partially with an outlined pink hexagon on a light gray background."> </div> <h3 class="icon-title | afs-fs-600 | afs-fw-bold svelte-15egse0">Upcoming Integrations </h3> <div class="icon-content svelte-15egse0"><div class="icon-description | afs-wysiwyg" data-size="sm"><!-- HTML_TAG_START --><p>Expect more integrations with leading identity networks as we expand this AIDV service.</p>
107<!-- HTML_TAG_END --></div> </div> </div></div> </div> <div class="legal-container afs-container"><div class="test-2 legal afs-legal"><!-- HTML_TAG_START --><p>Egan, Mark. The Financial Brand. &#8220;Most Customers Abandon Account Opening. How to Take Back Control.&#8221; August 14, 2025. <a href="https://thefinancialbrand.com/news/bank-onboarding/more-than-half-of-customers-abandon-account-opening-how-to-take-back-control-of-the-process-191691" target="_blank" rel="noopener">https://thefinancialbrand.com/news/bank-onboarding/more-than-half-of-customers-abandon-account-opening-how-to-take-back-control-of-the-process-191691</a></p>
108<!-- HTML_TAG_END --></div></div></section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="facet" data-bg-image-type="cover" data-color="secondary" data-spacing-top="md" data-spacing-bottom="md"><div class="video-two-col | afs-container wp-two_column svelte-y1girr"><div class="video-col afs-break-container-on-mobile svelte-y1girr"><div class="top-heading svelte-y1girr"> <h2 class="section-heading afs-heading-3 afs-mb-3"><!-- HTML_TAG_START -->How Facet Uses Onboarding to Pursue Growth
109<!-- HTML_TAG_END --></h2></div> <div class="video-container svelte-y1girr"><div class="afs-responsive-iframe afs-responsive-iframe--landscape svelte-y1girr"><iframe src="https://www.youtube-nocookie.com/embed/lluY7P7tBMg?si=m1UV787BO0LiyCuf&amp;controls=1&amp;showinfo=0&amp;autohide=1&amp;&amp;rel=0" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture;
109" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe></div></div></div> <div class="content-col svelte-y1girr"><div class="bottom-heading svelte-y1girr"> <h2 class="section-heading afs-heading-3 afs-mb-3"><!-- HTML_TAG_START -->How Facet Uses Onboarding to Pursue Growth
110<!-- HTML_TAG_END --></h2></div> <div class="afs-wysiwyg svelte-y1girr" data-size="md"><!-- HTML_TAG_START --><p>For Facet to unlock their next levels of growth, they had to streamline the process of opening a brokerage account for new clients.</p>
111<!-- HTML_TAG_END --></div> <div class="flex-row svelte-y1girr"><div class="svelte-y1girr"><a href="https://library.apexfintechsolutions.com/wp-content/uploads/2024/11/ApexAdvisory_Facet_CaseStudy.pdf" class="afs-cta-button undefined svelte-rcobaw" target="_blank" data-size="md" data-type="primary" type=""><!-- HTML_TAG_START -->Read the Case Study<!-- HTML_TAG_END --></a></div> </div></div></div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow  disable-spacing" data-bg-image-type="cover" data-color="nebula" data-spacing-top="md" data-spacing-bottom="md"><div class="apex-content | newsletter-signup-module | newsletter-signup-module--nebula svelte-ixs0cn"><div class="afs-container two-column"><div class="modal"><div class="content-wrapper svelte-ixs0cn"><div class="inner svelte-ixs0cn"><div class="col meta svelte-ixs0cn"><div class="inner svelte-ixs0cn"><div class="section-heading-container afs-text-left undefined svelte-fpka12 center-text-on-mobile"> <h2 class="section-heading afs-mx-left afs-heading-1 svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START --><p>Get Our Newsletter</p>
112<!-- HTML_TAG_END --></h2> </div> <div class="afs-wysiwyg copy svelte-ixs0cn" data-size="sm"><!-- HTML_TAG_START --><p>Just submit your email address to subscribe to our newsletter and receive more insights into how to use our products and services.</p>
113<!-- HTML_TAG_END --></div></div></div> <div class="col content svelte-ixs0cn"><div class="inner"><div class="form-col svelte-ixs0cn"> </div></div></div></div></div></div></div></div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="account-funding" data-bg-image-type="cover" data-color="secondary" data-spacing-top="md" data-spacing-bottom="md"><div class="featured-image-cta | afs-container wp-two_column_image_right svelte-60hqwx"><div class="content-col svelte-60hqwx"><div class="headingLabel afs-body-lg svelte-iurtfq"><!-- HTML_TAG_START -->Account Funding <!-- HTML_TAG_END --></div> <div class="section-heading-container afs-text-left afs-mb-3 svelte-fpka12 center-text-on-mobile use-section-spacing"> <h2 class="section-heading afs-mx-left  svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START -->Real-Time Money Movement
114<!-- HTML_TAG_END --></h2> </div> <div class="afs-wysiwyg" data-size="md"><!-- HTML_TAG_START --><p>Enable your clients and customers to fund their accounts in real time through a variety of traditional and next-gen methods — all powered by our APIs. These funding rails streamline deposits, withdrawals, and other money movements.</p>
115<p><strong>Funding rails include: </strong></p>
116<ul>
117<li>U.S. ACH</li>
118<li>Real-time payments</li>
119<li>Instant cash transfers</li>
120<li>Wire deposits</li>
121<li>Cash journals</li>
122<li>Check deposits</li>
123<li>Scheduled transfers</li>
124<li>ACH Push</li>
125<li>Direct Deposit</li>
126</ul>
127<!-- HTML_TAG_END --></div> </div> <div class="image-col svelte-60hqwx"><img src="https://library.apexfintechsolutions.com/wp-content/uploads/2025/05/account-funding_v2.png" alt="Text in a purple-to-pink gradient frame that says, &quot;Apex uses Plaid to Connect Your Account&quot;" class="svelte-60hqwx"></div></div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="acat" data-bg-image-type="cover" data-color="tertiary" data-spacing-top="md" data-spacing-bottom="md-half"><div class="content-area | afs-container"><div class="section-heading-container afs-text-left undefined svelte-fpka12 center-text-on-mobile use-section-spacing"><p class="section-heading-label afs-label-xl afs-mx-left afs-fw-medium svelte-fpka12"><!-- HTML_TAG_START -->New ACATS Protocols<!-- HTML_TAG_END --></p> <h2 class="section-heading afs-mx-left heading svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START -->
127Move Assets Faster, Build Trust Sooner
128<!-- HTML_TAG_END --></h2> </div> <div class="content-section-row svelte-181w2mv"><div class="content-section | afs-wysiwyg afs-text-left afs-mx-left svelte-181w2mv" data-size="sm"><!-- HTML_TAG_START --><p>Support clients through a transfer experience that feels as modern as the rest of your platform. Easily connect via API or a single webhook, meet the latest DTCC protocols without building from scratch, and give your ops team the visibility they need to resolve issues quickly. Here’s a snapshot of the benefits; visit the ACATS webpage for all the details.</p>
129<ul>
130<li>Full and partial transfers for a wide range of asset and account types</li>
131<li>Unified UI enables users to search all transfers by chronological status, system events, and state transition in one interface</li>
132<li>Broad capabilities including fail reversals, mutual fund cleanups, reclaims, and event-driven updates</li>
133<li>Real-time notifications for service events</li>
134<li>ACATS simulator for real-time testing</li>
135</ul>
136<!-- HTML_TAG_END --></div>   </div> </div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow     reduce-pad-top" data-bg-image-type="cover" data-color="tertiary" data-spacing-top="md-half" data-spacing-bottom="md"><div class="content-cards | afs-container svelte-1i4te5t"><div class="carousel-cards-list | swiper-container-free-mode svelte-1i4te5t" data-spacing="margin"><div class="section-heading-container afs-text-left undefined svelte-fpka12 center-text-on-mobile use-section-spacing">  <div data-size="md" class="section-sub-heading afs-wysiwyg afs-mx-left  svelte-fpka12 afs-body-md   spacing-md"><!-- HTML_TAG_START --><p><strong>Premium Plaid Integration</strong></p>
137<p>Take transfer accuracy further with our Plaid integration. This optional premium service automates the account linking process, reducing the manual entry errors that cause up to 50% of transfer rejections industry-wide.**</p>
138<!-- HTML_TAG_END --></div></div> <div class="cards svelte-1i4te5t"><swiper-container init="false" class="outer svelte-1i4te5t" style="
139				--swiper-pagination-bottom: 0px;
140							--swiper-pagination-color: #3E67FF;
141							--swiper-pagination-bullet-size: 10px;
142							--swiper-pagination-bullet-width: 10px;
143							--swiper-pagination-bullet-height: 10px;
144							--swiper-pagination-bullet-inactive-color: #FFFFFF;
145							--swiper-pagination-bullet-inactive-opacity: 1;
146							--swiper-pagination-bullet-opacity: 1;
147							--swiper-pagination-bullet-horizontal-gap: 4px;
148							--swiper-pagination-bullet-vertical-gap: 6px;
149			"><swiper-slide class="card svelte-1i4te5t"><div class="card-wrapper has-min-height svelte-qqzyue"> <div class="card align-content-left white-background  svelte-qqzyue" data-size="md"><div class="card-header svelte-qqzyue"> <h4 class="heading | afs-heading-6 svelte-qqzyue"><!-- HTML_TAG_START -->Minimize Failed Transfers <!-- HTML_TAG_END --></h4></div>  <p class="content | afs-wysiwyg svelte-qqzyue"><!-- HTML_TAG_START --><p>Reduce the times you must re-initiate the process or use an alternate method, such as liquidating and repurchasing assets</p>
150<!-- HTML_TAG_END --></p> </div> </div> </swiper-slide><swiper-slide class="card svelte-1i4te5t"><div class="card-wrapper has-min-height svelte-qqzyue"> <div class="card align-content-left white-background  svelte-qqzyue" data-size="md"><div class="card-header svelte-qqzyue"> <h4 class="heading | afs-heading-6 svelte-qqzyue"><!-- HTML_TAG_START -->Automated OAuth Linking  <!-- HTML_TAG_END --></h4></div>  <p class="content | afs-wysiwyg svelte-qqzyue"><!-- HTML_TAG_START --><p>Use secure, token-based authentication to connect contra-brokerages, eliminating the need to share credentials</p>
151<!-- HTML_TAG_END --></p> </div> </div> </swiper-slide><swiper-slide class="card svelte-1i4te5t"><div class="card-wrapper has-min-height svelte-qqzyue"> <div class="card align-content-left white-background  svelte-qqzyue" data-size="md"><div class="card-header svelte-qqzyue">
151 <h4 class="heading | afs-heading-6 svelte-qqzyue"><!-- HTML_TAG_START -->Smart Fallbacks <!-- HTML_TAG_END --></h4></div>  <p class="content | afs-wysiwyg svelte-qqzyue"><!-- HTML_TAG_START --><p>Verify and enrich entries with smart fallback logic when full data sets are not available</p>
152<!-- HTML_TAG_END --></p> </div> </div> </swiper-slide><swiper-slide class="card svelte-1i4te5t"><div class="card-wrapper has-min-height svelte-qqzyue"> <div class="card align-content-left white-background  svelte-qqzyue" data-size="md"><div class="card-header svelte-qqzyue"> <h4 class="heading | afs-heading-6 svelte-qqzyue"><!-- HTML_TAG_START -->Real-Time Status Updates  <!-- HTML_TAG_END --></h4></div>  <p class="content | afs-wysiwyg svelte-qqzyue"><!-- HTML_TAG_START --><p>Get event-driven notifications the moment changes arrive, not hours later</p>
153<!-- HTML_TAG_END --></p> </div> </div> </swiper-slide><swiper-slide class="card svelte-1i4te5t"><div class="card-wrapper has-min-height svelte-qqzyue"> <div class="card align-content-left white-background  svelte-qqzyue" data-size="md"><div class="card-header svelte-qqzyue"> <h4 class="heading | afs-heading-6 svelte-qqzyue"><!-- HTML_TAG_START -->Built-In Data Transparency <!-- HTML_TAG_END --></h4></div>  <p class="content | afs-wysiwyg svelte-qqzyue"><!-- HTML_TAG_START --><p>Keep investors informed throughout the process</p>
154<!-- HTML_TAG_END --></p> </div> </div> </swiper-slide></swiper-container></div> </div></div> <div class="legal-container afs-container"><div class="test-2 legal afs-legal"><!-- HTML_TAG_START --><p><span class="TextRun Highlight SCXW1932808 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing">** </span><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing">Sullivan,</span><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing"> Tom. </span><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing">Plaid. </span><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing">ACATS transfers: How APIs &#038; </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW1932808 BCX0" data-ccp-parastyle="No Spacing">open finance</span><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-parastyle="No Spacing"> modernize investing. January 15, 2025. </span></span><a class="Hyperlink SCXW1932808 BCX0" href="https://plaid.com/resources/fintech/acats-transfer/" target="_blank" rel="noreferrer noopener"><span class="TextRun Highlight Underlined SCXW1932808 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="none"><span class="NormalTextRun SCXW1932808 BCX0" data-ccp-charstyle="Hyperlink">https://plaid.com/resources/fintech/acats-transfer/</span></span></a><span class="EOP SCXW1932808 BCX0" data-ccp-props="{"335559739":0}"> </span></p>
155<!-- HTML_TAG_END --></div></div></section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" id="AML" data-bg-image-type="cover" data-color="secondary" data-spacing-top="md" data-spacing-bottom="md"><div class="content-area | afs-container svelte-svb8o9"><div class="left-col svelte-svb8o9"><div class="section-heading-container afs-text-left afs-mb-3 svelte-fpka12 center-text-on-mobile use-section-spacing"><p class="section-heading-label afs-label-xl afs-mx-left afs-fw-medium svelte-fpka12"><!-- HTML_TAG_START -->AML and Fraud-Protection Checks <!-- HTML_TAG_END --></p> <h2 class="section-heading afs-mx-left afs-heading-2 svelte-fpka12  afs-display-sm"><!-- HTML_TAG_START -->Real-Time Validation and Screening
156<!-- HTML_TAG_END --></h2> </div></div> <div class="right-col svelte-svb8o9"><div class="afs-wysiwyg" data-size="md"><!-- HTML_TAG_START --><p>Apex performs a myriad of compliance and technology functions about as fast as your new investors can type in their information. We can remove friction so you can optimize conversion rates.</p>
157<ul>
158<li>Identity verification</li>
159<li>KYC and AML (Anti-Money Laundering) protocols for both U.S. and non-U.S.-based investors</li>
160<li>Investor screening</li>
161<li>OFAC (Office of Foreign Assets Control), sanctions lists, and negative news</li>
162<li>Trade monitoring</li>
163<li>Fraud reporting</li>
164</ul>
165<!-- HTML_TAG_END --></div> </div></div> </section>  <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow" data-bg-image-type="cover" data-color="primary" data-spacing-top="md" data-spacing-bottom="md-half"><div class="faq-accordion | afs-container"><hgroup class="section-heading-container afs-text-center undefined svelte-fpka12 center-text-on-mobile use-section-spacing"> <h2 class="section-heading afs-mx-center  svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START -->FAQs
166<!-- HTML_TAG_END --></h2> <div data-size="md" class="section-sub-heading afs-wysiwyg afs-mx-center  svelte-fpka12 afs-body-md  has-heading spacing-md"><!-- HTML_TAG_START --><p>A Few Brokerage Account Opening FAQs</p>
167<!-- HTML_TAG_END --></div></hgroup> <div class="accordions-container"><div class="accordion-item afs-break-container-on-mobile svelte-7su0p7"><button class="header svelte-br58br" id="accordion-header-Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? 0" aria-controls="accordion-content-Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? 0"> <div class="accordion-header afs-container svelte-7su0p7" slot="header"><h3 class="afs-heading-6 afs-pr-2"><!-- HTML_TAG_START -->Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? <!-- HTML_TAG_END --></h3> <div class="interactive-plus | afs-full-bg::before afs-full-bg::after undefined svelte-14sxlxl"><svg class="icon svelte-14sxlxl" xmlns="http://www.w3.org/2000/svg" width="23" height="23" viewBox="0 0 23 23" fill="none"><g><path d="M9.67963 20.6119L9.67963 21.1905C9.67963 21.1905 9.67963 21.1948 9.67963 21.1977L9.67963 22.2826C9.67963 23.1099 10.3464 23.073 10.6509 22.9053L13.031 21.7994C13.2213 21.6946 13.6653 21.5695 13.6581 20.9591L13.6581 20.6553L13.6581 12.425L13.6581 11.7531L13.6581 11.1746C13.6581 11.1746 13.6581 11.1702 13.6581 11.168L13.6581 10.1497L13.6581 9.57117C13.6581 9.56249 13.6581 9.55453 13.6581 9.54585L13.6581 3.39845L13.6581 2.72657L13.6581 2.14799C13.6581 2.14799 13.6581 2.14365 13.6581 2.14148L13.6581 1.05665C13.6581 0.229279 12.9905 0.266886 12.6868 0.434673L10.3067 1.53687C10.116
1675 1.64174 9.67239 1.76613 9.67963 2.37726L9.67963 2.68101L9.67601 10.912L9.67601 11.5839L9.67601 12.1589C9.67601 12.1589 9.67601 12.1639 9.67601 12.1661L9.67601 13.1931L9.67601 13.7717C9.67601 13.7803 9.67601 13.789 9.67601 13.797L9.67601 19.9444L9.67963 20.6119Z" fill="#456DFF" class="svelte-14sxlxl"></path><path d="M20.6126 13.6653L22.2811 13.6653C23.1085 13.6653 23.0709 12.9978 22.9031 12.694L21.8009 10.3139C21.696 10.1244 21.5716 9.68036 20.9605 9.68759L20.6568 9.68759L12.4257 9.68759L9.57841 9.68759L9.5531 9.68759L3.40569 9.68759L1.06534 9.68759C0.237247 9.68759 0.274854 10.3551 0.442642 10.6589L1.54484 13.039C1.64971 13.2292 1.7741 13.6733 2.38522 13.666L2.68898 13.666L10.9214 13.6646L12.1683 13.6646L12.1748 13.6646L13.7659 13.6646L13.7919 13.6646L19.9393 13.6646L20.6126 13.6653Z" fill="#456DFF" class="svelte-14sxlxl"></path></g></svg> </div> </div></button> <div id="accordion-content-Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? 0" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? 0"><div class="accordion-content | afs-container afs-wysiwyg svelte-7su0p7" data-size="sm" slot="content"><div><!-- HTML_TAG_START --><p>Yes. Every new account goes through thorough identity verification and Know Your Customer (KYC) investigations in real time. We screen customers against industry watch lists, sanctions lists, and negative news to verify identity and help ensure compliance.</p>
168<p>The account opening process is designed so these security checks happen in the background, allowing accounts to be opened in seconds* while investigations are completed. If any investigation requires additional review, the account opens with temporary restrictions until resolved, so the customer experience stays fast without compromising security.</p>
169<!-- HTML_TAG_END --></div> </div> </div> </div><div class="accordion-item afs-break-container-on-mobile svelte-7su0p7"><button class="header svelte-br58br" id="accordion-header-Can We Use Our Own Identity Verification Provider? 1" aria-controls="accordion-content-Can We Use Our Own Identity Verification Provider? 1"> <div class="accordion-header afs-container svelte-7su0p7" slot="header"><h3 class="afs-heading-6 afs-pr-2"><!-- HTML_TAG_START -->Can We Use Our Own Identity Verification Provider? <!-- HTML_TAG_END --></h3> <div class="interactive-plus | afs-full-bg::before afs-full-bg::after undefined svelte-14sxlxl"><svg class="icon svelte-14sxlxl" xmlns="http://www.w3.org/2000/svg" width="23" height="23" viewBox="0 0 23 23" fill="none"><g><path d="M9.67963 20.6119L9.67963 21.1905C9.67963 21.1905 9.67963 21.1948 9.67963 21.1977L9.67963 22.2826C9.67963 23.1099 10.3464 23.073 10.6509 22.9053L13.031 21.7994C13.2213 21.6946 13.6653 21.5695 13.6581 20.9591L13.6581 20.6553L13.6581 12.425L13.6581 11.7531L13.6581 11.1746C13.6581 11.1746 13.6581 11.1702 13.6581 11.168L13.6581 10.1497L13.6581 9.57117C13.6581 9.56249 13.6581 9.55453 13.6581 9.54585L13.6581 3.39845L13.6581 2.72657L13.6581 2.14799C13.6581 2.14799 13.6581 2.14365 13.6581 2.14148L13.6581 1.05665C13.6581 0.229279 12.9905 0.266886 12.6868 0.434673L10.3067 1.53687C10.1165 1.64174 9.67239 1.76613 9.67963 2.37726L9.67963 2.68101L9.67601 10.912L9.67601 11.5839L9.67601 12.1589C9.67601 12.1589 9.67601 12.1639 9.67601 12.1661L9.67601 13.1931L9.67601 13.7717C9.67601 13.7803 9.67601 13.789 9.67601 13.797L9.67601 19.9444L9.67963 20.6119Z" fill="#456DFF" class="svelte-14sxlxl"></path><path d="M20.6126 13.6653L22.2811 13.6653C23.1085 13.6653 23.0709 12.9978 22.9031 12.694L21.8009 10.3139C21.696 10.1244 21.5716 9.68036 20.9605 9.68759L20.6568 9.68759L12.4257 9.68759L9.57841 9.68759L9.5531 9.68759L3.40569 9.68759L1.06534 9.68759C0.237247 9.68759 0.274854 10.3551 0.442642 10.6589L1.54484 13.039C1.64971 13.2292 1.7741 13.6733 2.38522 13.666L2.68898 13.666L10.9214 13.6646L12.1683 13.6646L12.1748 13.6646L13.7659 13.6646L13.7919 13.6646L19.9393 13.6646L20.6126 13.6653Z" fill="#456DFF" class="svelte-14sxlxl"></path></g></svg> </div> </div></button> <div id="accordion-content-Can We Use Our Own Identity Verification Provider? 1" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-Can We Use Our Own Identity Verification Provider? 1"><div class="accordion-content | afs-container afs-wysiwyg svelte-7su0p7" data-size="sm" slot="content"><div><!-- HTML_TAG_START --><p>Yes. Broker-dealer clients can use their own identity verification results for customer onboarding. Apex will still perform ongoing background monitoring for all introduced customers to ensure continued compliance with AML, sanctions screening, and fraud detection requirements.</p>
170<!-- HTML_TAG_END --></div> </div> </div> </div><div class="accordion-item afs-break-container-on-mobile svelte-7su0p7"><button class="header svelte-br58br" id="accordion-header-What Happens if Account Opening Is Interrupted? 2" aria-controls="accordion-content-What Happens if Account Opening Is Interrupted? 2"> <div class="accordion-header afs-container svelte-7su0p7" slot="header"><h3 class="afs-heading-6 afs-pr-2"><!-- HTML_TAG_START -->What Happens if Account Opening Is Interrupted? <!-- HTML_TAG_END --></h3> <div class="interactive-plus | afs-full-bg::before afs-full-bg::after undefined svelte-14sxlxl"><svg class="icon svelte-14sxlxl" xmlns="http://www.w3.org/2000/svg" width="23" height="23" viewBox="0 0 23 23" fill="none"><g><path d="M9.67963 20.6119L9.67963 21.1905C9.67963 21.1905 9.67963 21.1948 9.67963 21.1977L9.67963 22.2826C9.67963 23.1099 10.3464 23.073 10.6509 22.9053L13.031 21.7994C13.2213 21.6946 13.6653 21.5695 13.6581 20.9591L13.6581 20.6553L13.6581 12.425L13.6581 11.7531L13.6581 11.1746C13.6581 11.1746 13.6581 11.1702 13.6581 11.168L13.6581 10.1497L13.6581 9.57117C13.6581 9.56249 13.6581 9.55453 13.6581 9.54585L13.6581 3.39845L13.6581 2.72657L13.6581 2.14799C13.6581 2.14799 13.6581 2.14365 13.6581 2.14148L13.6581 1.05665C13.6581 0.229279 12.9905 0.266886 12.6868 0.434673L10.3067 1.53687C10.116
1705 1.64174 9.67239 1.76613 9.67963 2.37726L9.67963 2.68101L9.67601 10.912L9.67601 11.5839L9.67601 12.1589C9.67601 12.1589 9.67601 12.1639 9.67601 12.1661L9.67601 13.1931L9.67601 13.7717C9.67601 13.7803 9.67601 13.789 9.67601 13.797L9.67601 19.9444L9.67963 20.6119Z" fill="#456DFF" class="svelte-14sxlxl"></path><path d="M20.6126 13.6653L22.2811 13.6653C23.1085 13.6653 23.0709 12.9978 22.9031 12.694L21.8009 10.3139C21.696 10.1244 21.5716 9.68036 20.9605 9.68759L20.6568 9.68759L12.4257 9.68759L9.57841 9.68759L9.5531 9.68759L3.40569 9.68759L1.06534 9.68759C0.237247 9.68759 0.274854 10.3551 0.442642 10.6589L1.54484 13.039C1.64971 13.2292 1.7741 13.6733 2.38522 13.666L2.68898 13.666L10.9214 13.6646L12.1683 13.6646L12.1748 13.6646L13.7659 13.6646L13.7919 13.6646L19.9393 13.6646L20.6126 13.6653Z" fill="#456DFF" class="svelte-14sxlxl"></path></g></svg> </div> </div></button> <div id="accordion-content-What Happens if Account Opening Is Interrupted? 2" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-What Happens if Account Opening Is Interrupted? 2"><div class="accordion-content | afs-container afs-wysiwyg svelte-7su0p7" data-size="sm" slot="content"><div><!-- HTML_TAG_START --><p>Partial account opening data is not automatically saved, so you or your client will have to start over. However, if you use our premium Accelerated ID Verification (AIDV) service, your client can simply enter their phone number and tax ID to pre-populate the rest of their application, which can significantly reduce the time required (and, hopefully, the odds of being interrupted).</p>
171<!-- HTML_TAG_END --></div> </div> </div> </div><div class="accordion-item afs-break-container-on-mobile svelte-7su0p7"><button class="header svelte-br58br" id="accordion-header-What’s New in the 2026 ACATS Protocols? 3" aria-controls="accordion-content-What’s New in the 2026 ACATS Protocols? 3"> <div class="accordion-header afs-container svelte-7su0p7" slot="header"><h3 class="afs-heading-6 afs-pr-2"><!-- HTML_TAG_START -->What’s New in the 2026 ACATS Protocols? <!-- HTML_TAG_END --></h3> <div class="interactive-plus | afs-full-bg::before afs-full-bg::after undefined svelte-14sxlxl"><svg class="icon svelte-14sxlxl" xmlns="http://www.w3.org/2000/svg" width="23" height="23" viewBox="0 0 23 23" fill="none"><g><path d="M9.67963 20.6119L9.67963 21.1905C9.67963 21.1905 9.67963 21.1948 9.67963 21.1977L9.67963 22.2826C9.67963 23.1099 10.3464 23.073 10.6509 22.9053L13.031 21.7994C13.2213 21.6946 13.6653 21.5695 13.6581 20.9591L13.6581 20.6553L13.6581 12.425L13.6581 11.7531L13.6581 11.1746C13.6581 11.1746 13.6581 11.1702 13.6581 11.168L13.6581 10.1497L13.6581 9.57117C13.6581 9.56249 13.6581 9.55453 13.6581 9.54585L13.6581 3.39845L13.6581 2.72657L13.6581 2.14799C13.6581 2.14799 13.6581 2.14365 13.6581 2.14148L13.6581 1.05665C13.6581 0.229279 12.9905 0.266886 12.6868 0.434673L10.3067 1.53687C10.1165 1.64174 9.67239 1.76613 9.67963 2.37726L9.67963 2.68101L9.67601 10.912L9.67601 11.5839L9.67601 12.1589C9.67601 12.1589 9.67601 12.1639 9.67601 12.1661L9.67601 13.1931L9.67601 13.7717C9.67601 13.7803 9.67601 13.789 9.67601 13.797L9.67601 19.9444L9.67963 20.6119Z" fill="#456DFF" class="svelte-14sxlxl"></path><path d="M20.6126 13.6653L22.2811 13.6653C23.1085 13.6653 23.0709 12.9978 22.9031 12.694L21.8009 10.3139C21.696 10.1244 21.5716 9.68036 20.9605 9.68759L20.6568 9.68759L12.4257 9.68759L9.57841 9.68759L9.5531 9.68759L3.40569 9.68759L1.06534 9.68759C0.237247 9.68759 0.274854 10.3551 0.442642 10.6589L1.54484 13.039C1.64971 13.2292 1.7741 13.6733 2.38522 13.666L2.68898 13.666L10.9214 13.6646L12.1683 13.6646L12.1748 13.6646L13.7659 13.6646L13.7919 13.6646L19.9393 13.6646L20.6126 13.6653Z" fill="#456DFF" class="svelte-14sxlxl"></path></g></svg> </div> </div></button> <div id="accordion-content-What’s New in the 2026 ACATS Protocols? 3" class="content svelte-br58br" style="max-height: 0px" aria-labelledby="accordion-header-What’s New in the 2026 ACATS Protocols? 3"><div class="accordion-content | afs-container afs-wysiwyg svelte-7su0p7" data-size="sm" slot="content"><div><!-- HTML_TAG_START --><p>The DTCC is modernizing ACATS with significant updates rolling out through October 2026:</p>
172<p><strong>Modern Messaging Formats</strong></p>
173<p>Legacy file transmissions are being replaced with modern protocols like JSON and MQ, enabling real-time processing and improved transparency. Firms must migrate to these new interfaces by the October 2026 deadline when legacy file formats will be decommissioned.</p>
174<p><strong>Faster Settlement</strong></p>
175<p>ACATS transfers are now processed in just 3–4 business days (down from 5–6), with the settlement preparation stage removed as of October 2025.</p>
176<p><strong>Enhanced Features</strong></p>
177<p>The new protocols support more efficient workflows, stronger resiliency, and extensibility for new asset types such as 529 plan data transfers.</p>
178<p><strong>Mandatory Requirements</strong></p>
179<p>All firms must support one-day settling assets for all transfers and migrate off legacy file formats by October 2026.</p>
180<p><span style="text-decoration: underline;">Apex&#8217;s ACATS solution</span> is built for these new DTCC protocols, ensuring you&#8217;re ready for the transition with real-time transfer simulation, event-driven workflows, and modern API integration.</p>
181<!-- HTML_TAG_END --></div> </div> </div> </div></div></div> </section> <section class="afs-module afs-dynamic-background svelte-9c4y6v hide-overflow  disable-spacing" id="contact-sales" data-bg-image-type="cover" data-color="primary" data-spacing-top="md-half" data-spacing-bottom="md"><div class="apex-content | afs-module | afs-dynamic-background svelte-7k87l" data-color="quaternary"><div class="afs-container two-column"><div class="modal svelte-7k87l"><div class="content-wrapper svelte-7k87l"><div class="inner svelte-7k87l"><div class="col meta svelte-7k87l"><div class="inner svelte-7k87l"><hgroup class="section-heading-container afs-text-left undefined svelte-fpka12 center-text-on-mobile use-section-spacing"> <h3 class="section-heading afs-mx-left afs-heading-3 svelte-fpka12 afs-heading-1"><!-- HTML_TAG_START --><p>Get more information</p>
182<!-- HTML_TAG_END --></h3> <div data-size="md" class="section-sub-heading afs-wysiwyg afs-mx-left  svelte-fpka12 afs-body-md  has-heading spacing-md"><!-- HTML_TAG_START --><p>
182Just complete and submit this form to start a conversation with a sales rep about how Apex’s tech-forward brokerage account opening solutions can help accelerate transfers.</p>
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193	(Disclosures in Portuguese)
194	<br />© 2026 Apex Fintech Solutions
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197	All product and company names are trademarks ™ or registered ® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
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200<p>
201	Apex Clearing Corporation, a wholly-owned subsidiary of Apex Fintech Solutions Inc., is an SEC registered broker dealer, a member of FINRA and <a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>, and is licensed in 53 states and territories. Securities products and services referenced herein are provided by Apex Clearing Corporation. FINRA BrokerCheck reports for Apex Clearing Corporation are available at: <a href="http://www.finra.org/brokercheck" target="_blank" rel="noopener">http://www.finra.org/brokercheck</a>
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204<p>
205	Commodity futures and options on futures products and services referenced on this site are provided by Apex Clearing Corporation. Apex Clearing Corporation is a CFTC-registered Futures Commission Merchant and NFA member; futures and event contract trading involves substantial risk and is not suitable for all investors. Participants risk losing their entire investment, including fees, and should carefully consider whether trading is appropriate given their experience and financial resources. The legal landscape for event contracts continues to evolve, and state or federal actions—including enforcement proceedings—could result in trading halts, mandatory liquidations, or position cancellations with little advance notice. Please read the full Risk Disclosure Statement and Event Contracts Risk Disclosure at <a href="https://apexfintechsolutions.
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206</p>
207<p>
208	Cryptocurrency services are offered by Apex Digital Markets LLC (doing business as Apex Digital Assets) (NMLS ID 2806243).
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212	The availability of products and services may vary by country. Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products, or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility. An investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with your investment and/or tax professional about your specific circumstances prior to making an investment decision. 
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data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Investor education can support client acquisition\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> because \u003C/span>\u003Cspan data-contrast=\"auto\">Zogo users are 2.5X more likely to open accounts\u003C/span>\u003Cspan data-contrast=\"auto\"> after completing modules\u003C/span>\u003Cspan data-ccp-props=\"{}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"13\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Incent investors to come back and learn more\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> with bite-sized modules featuring achievements, leaderboards, and rewards \u003C/span>\u003Cspan data-ccp-props=\"{}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"13\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Use Zogo analytics to analyze how education affects real outcomes\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> such as potential product adoption, portfolio diversification, and increased AUM\u003C/span>\u003Cspan data-ccp-props=\"{}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"13\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Add education without the heavy lift\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> by embedding lessons into your platform or app via the Apex Integration Marketplace\u003C/span>\u003Cspan data-ccp-props=\"{}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Cspan data-contrast=\"auto\">When you think about growing your wealth, fintech, bank, or credit union business, digital financial education might not be the first thing that comes to mind. But maybe it should be, because a World Economic Forum study found that \u003C/span>\u003Cspan data-contrast=\"auto\">70% of all respondents, including both current and non-investors, would increase their market participation if they had more investing education.\u003C/span>\u003Cspan data-contrast=\"auto\">¹\u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">But “education” looks different these days, with 79% of Millennials and Gen Z saying they get their financial information from social media.\u003C/span>\u003Cspan data-contrast=\"auto\">²\u003C/span>\u003Cspan data-contrast=\"auto\"> They’re not likely to bookmark a 20-page PDF for later. Instead, these digital-first investors want education that's quick, engaging, and built into the experience. Today’s AI tools are further conditioning these investors to expect immediate, bite-sized answers — even for complex financial topics.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Enter \u003C/span>\u003Ca href=\"https://zogo.com/\" target=\"_blank\" rel=\"noopener\">\u003Cspan data-contrast=\"auto\">Zogo\u003C/span>
230\u003C/a>\u003Cspan data-contrast=\"auto\"> — Apex’s \u003C/span>\u003Ca href=\"https://peak6.com/\" target=\"_blank\" rel=\"noopener\">\u003Cspan data-contrast=\"auto\">PEAK6\u003C/span>\u003C/a>\u003Cspan data-contrast=\"auto\">-owned sister company that offers structured, science-backed, bite-sized financial education you can embed directly into your platform. More on Zogo in a minute.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">How Financial Education Helps You Achieve Growth\u003C/span>\u003C/b>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">When investors understand their financial plans — the \"why\" behind each decision — they're more engaged and more likely to stick around. Educated clients come to meetings with pointed questions instead of basic ones. They review their progress regularly. They trust the process because they understand it. Here are three ways embedded education can help your business grow.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch3>\u003Cstrong>1. \u003C/strong>\u003Cb>\u003Cspan data-contrast=\"auto\">Attract Next-Gen and Mass Affluent Investors\u003C/span>\u003C/b>\u003C/h3>\r\n\u003Cspan data-contrast=\"auto\">These prospective clients often feel underserved by traditional advisory models that assume they know what to do and how to do it. Offering investor education signals you're interested in their success, not just their assets — and it works: 91% of new users engage with educational content, and they're 2.5X more likely to open accounts after completing modules.\u003C/span>\u003Cspan data-contrast=\"auto\">³\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch3>\u003Cstrong>2. \u003C/strong>\u003Cb>\u003Cspan data-contrast=\"auto\">Provide Foundational Advice at Scale\u003C/span>\u003C/b>\u003C/h3>\r\n\u003Cspan data-contrast=\"auto\">Sure, you can take the time to explain investing basics to every new client, but that’s not going to scale as your book of business grows. Instead, point those clients to lessons embedded on your platform or mobile app so they can learn “from you” on their own time.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch3>\u003Cstrong>3. D\u003Cspan class=\"TextRun SCXW207127220 BCX2\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\">\u003Cspan class=\"NormalTextRun CommentStart SCXW207127220 BCX2\" data-ccp-parastyle=\"No Spacing\">rive \u003C/span>\u003Cspan class=\"NormalTextRun SCXW207127220 BCX2\" data-ccp-parastyle=\"No Spacing\">S\u003C/span>\u003Cspan class=\"NormalTextRun SCXW207127220 BCX2\" data-ccp-parastyle=\"No Spacing\">ustainable AUM \u003C/span>\u003Cspan class=\"NormalTextRun SCXW207127220 BCX2\" data-ccp-parastyle=\"No Spacing\">G\u003C/span>\u003Cspan class=\"NormalTextRun SCXW207127220 BCX2\" data-ccp-parastyle=\"No Spacing\">rowth\u003C/span>\u003C/span>\u003C/strong>\u003C/h3>\r\n\u003Cspan data-contrast=\"auto\">Confident investors tend to invest more. As clients learn about different asset classes and investment strategies, they're more likely to diversify their portfolios and increase their contributions.\u003C/span>\u003Cspan data-contrast=\"auto\">⁴\u003C/span> \u003Cspan data-contrast=\"auto\">Knowledge turns into confidence, and confidence turns into action.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">How Digital Financial Education Can Improve ROI\u003C/span>\u003C/b>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">Let's talk numbers. Investor education isn't just a feel-good initiative — it can drive measurable business outcomes. Investors who understand their options are more likely to:\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Cul>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Increase their AUM as they gain confidence\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Adopt additional products (e.g., retirement accounts, managed portfolios, mutual funds)\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Diversify their portfolios as they learn about different asset classes\u003C/span>\u003Cspan data-contrast=\"auto\">⁴\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"8\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Refer friends who could also benefit from financial education\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Cspan data-contrast=\"auto\">For example, if your client completes a lesson on alternative investments or direct indexing, they're primed to have a conversation about adding those strategies to their portfolio. Education creates natural opportunities for deeper engagement.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">How to Measure ROI of Financial Education\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">Participation alone doesn't equal impact. The Zogo portal gives you real-time analytics to measure what's working and enables you to:\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Cul>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Track real-time program performance\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Learn user behavior and engagement patterns\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Turn data into actionable strategies\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"9\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cspan data-contrast=\"auto\">Export ROI reports\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Cspan data-contrast=\"auto\">Using this portal, here are a few tips to help you measure whether your financial education efforts are moving the needle.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Cul>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Define Clear ROI Metrics. \u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\">Align learning outcomes with your business goals. These might include percentage change in AUM, number of new account openings, increase in product adoption, or engagement rates \u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Analyze Behavior Over Participation.\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> Completing a lesson is a start, but the real measure is what happens next. Track changes in balances, portfolio diversification, and product adoption over time\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Segment and Personalize Outreach\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\">. When investors engage with specific educational content, they're signaling interest. Use that data to create tailored campaigns — for example, investors who complete savings modules might be ready for a conversation about high-yield accounts\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"10\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Iterate Continuously. \u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\">ROI isn't static. Test different lessons, curate content for specific segments, measure results, and refine your approach. Small adju
230stments can lead to stronger outcomes\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">Why Did Apex Choose Zogo?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">We hear it from clients constantly: Investors want to learn, but traditional investing education feels like homework. They need something quick, relevant, and actually engaging. That's why we partnered with Zogo.\u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo offers over 2,000+ bite-sized lessons covering everything from budgeting basics to advanced options trading. Each one is reviewed and validated by a \u003C/span>\u003Cspan data-contrast=\"auto\">\u003Ca href=\"https://www.cfp.net/\" target=\"_blank\" rel=\"noopener\">Certified Financial Planner\u003C/a>\u003C/span>® \u003Cspan data-contrast=\"auto\">to ensure accuracy and built using science-backed learning design with actionable takeaways — so learners are more likely to retain what they're taught.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">As an Apex sister company under PEAK6, Zogo is already used by more than 200 financial institutions, making it a natural fit for our trusted ecosystem. When you choose Zogo, you're getting a proven platform backed by the same innovation and reliability you expect from Apex.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n&nbsp;\r\n\u003Cp style=\"padding-left: 40px; color: #555;\">\u003Cspan data-contrast=\"auto\">\u003Cem>“This partnership with Apex enables us to deliver meaningful financial education at scale, turning everyday moments into opportunities for learning and growth. Together, we’re helping financial institutions drive deeper engagement while empowering consumers to take control of their financial futures.”\u003C/em>\u003C/span>\u003C/p>\r\n\u003Cp style=\"padding-left: 40px; color: #555; margin-bottom: 0;\">\u003Cspan data-contrast=\"auto\">Ben Brooks\u003C/span>\u003C/p>\r\n\u003Cp style=\"padding-left: 40px; margin-top: 0; color: #555;\">\u003Cspan data-contrast=\"auto\">President of Zogo\u003C/span>\u003C/p>\r\n\r\n\u003Cdiv style=\"display: grid; grid: 1fr 1fr / 1fr 1fr; gap: 32px; padding: 32px;\">\r\n\u003Cdiv style=\"display: flex; flex-direction: column; align-items: center; text-align: center;\">\u003Cb style=\"color: #2854f0; font-size: 32px;\">4.2M+\u003C/b>\r\nLessons Completed in 2025\u003C/div>\r\n\u003Cdiv style=\"display: flex; flex-direction: column; align-items: center; text-align: center;\">\u003Cb style=\"color: #2854f0; font-size: 32px;\">3.5M+\u003C/b>\r\nMore Educated Users\u003C/div>\r\n\u003Cdiv style=\"display: flex; flex-direction: column; align-items: center; text-align: center;\">\u003Cb style=\"color: #2854f0; font-size: 32px;\">91%\u003C/b>\r\nNew-User Engagement\u003C/div>\r\n\u003Cdiv style=\"display: flex; flex-direction: column; align-items: center; text-align: center;\">\u003Cb style=\"color: #2854f0; font-size: 32px;\">200+\u003C/b>\r\nInstitutional Clients\u003C/div>\r\n\u003C/div>\r\n\u003Cimg src=\"https://library.apexfintechsolutions.com/wp-content/uploads/2026/04/blog-zogo.webp\" alt=\"Phone screens with the Zogo app open\" />\r\n\u003Ch2>\u003C/h2>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">7 Zogo Advantages Over Other Financial Education Tools\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">Many investment platforms offer some form of educational content in the form of articles or videos that most investors skim or passively watch. Zogo is different. Here's why:\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cstrong>1. \u003C/strong>\u003Cb>\u003Cspan data-contrast=\"auto\">Educate With Embeddable, Interactive Modules\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo integrates directly into your platform so investors don't have to leave your website or app to learn.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cstrong>2. O\u003C/strong>\u003Cb>\u003Cspan data-contrast=\"auto\">ffer Bite-Sized Learning\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">With over 2,000 leassons and skills (and more coming) available in English and Spanish, Zogo covers the spectrum of financial topics your clients are likely to need:\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Cul>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Financial Basics:\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> 20 skills, 300+ lessons covering saving, spending, budgeting, and managing debt\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Investing:\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> 10 skills, 110+ lessons on equities, ETFs, building a personalized portfolio, and more\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Advanced Investing: \u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\">15 skills, 160+ lessons on crypto, options, and decentralized finance\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"11\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">Other Categories \u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\">include Career, College, Entrepreneurship, Major Milestones, and Risk Assessment\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">3. Leverage a Gamified Approach\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo is gamified, meaning it’s learning designed like a game — with achievements, milestones, leaderboards, and rewards. This approach keeps users engaged and coming back for more.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">4. Make Compliance Education More Engaging\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">For compliance-driven education — like \u003C/span>
230\u003Ca href=\"https://apexfintechsolutions.com/products/clearing-and-custody/#FPSL\">\u003Cspan data-contrast=\"auto\">Fully Paid Securities Lending \u003C/span>\u003C/a>\u003Cspan data-contrast=\"auto\">enrollment or fraud awareness — Zogo can turn a checkbox into a more engaging experience. Investors can actually understand the risks and nuances, rather than clicking through as fast as possible.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">5. Curate to Align With Your Business Goals\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Education can be a tool for driving specific business outcomes. For example, if you want to promote \u003C/span>\u003Cspan data-contrast=\"auto\">\u003Ca href=\"https://apexfintechsolutions.com/products/clearing-and-custody/alternatives/\">alternative investments\u003C/a>,\u003C/span> \u003Cspan data-contrast=\"auto\">offer lessons on that topic. Zogo's data analytics help reveal audience behavior, helping you understand what's resonating and where to focus next.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">6. Leverage Education for Acquisition\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Showcasing your commitment to investor education can attract new clients. It signals expertise and a genuine investment in client success — qualities that resonate with next-gen and mass affluent investors. Promote educational content through email, social media, and in-app notifications.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">7. Use White-Label Customization\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo offers white-label customization, so the experience can feel like yours, not a third-party add-on. You can apply your branding, curate which modules appear to your investors, and tailor the learning journey to align with your firm's priorities. \u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">How to Integrate Zogo Into Your Platform\u003C/span>\u003C/b>\u003C/h2>\r\n\u003Cspan data-contrast=\"auto\">Adding financial education doesn't have to be a major initiative — with Zogo in the Apex Integration Marketplace, it's more like flipping a switch. Choose from API, S
230DK, or iframe integration options based on your platform's needs.\u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">Ready to Differentiate Your Business With Investor Education?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">With Zogo available through the Apex Integration Marketplace, adding interactive investment education to your platform has never been more straightforward. Talk to an Apex rep today.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Ca class=\"afs-cta-button\" href=\"https://apexfintechsolutions.com/contact-sales/\" data-size=\"md\" data-type=\"primary\">Start a Conversation\u003C/a>\r\n\u003Ch2>\u003Cb>\u003Cspan data-contrast=\"auto\">FAQs About the Zogo Integration With Apex\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/h2>\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">How Can I Add Zogo to My Platform?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo is available through the Apex Integration Marketplace. You can integrate via API, SDK, or iframe, depending on your platform architecture. \u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">Can I Use Zogo Even if I Don't Use Apex AscendOS\u003C/span>\u003C/b>\u003Cb>\u003Cspan data-contrast=\"auto\">TM\u003C/span>\u003C/b>\u003Cb>\u003Cspan data-contrast=\"auto\">?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Yes. Zogo is available to Apex clients regardless of which Apex products you currently use. \u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">Is Zogo Content Customizable?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">It depends on what you want to change.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\u003Cul>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"14\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">The investor-facing Zogo screens\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> offer white-label customization, allowing you to brand the experience to match your look and feel\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"14\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">You can curate the learning journey\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> to align with your client needs and priorities\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n \t\u003Cli aria-setsize=\"-1\" data-leveltext=\"\" data-font=\"Symbol\" data-listid=\"14\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\">\u003Cb>\u003Cspan data-contrast=\"auto\">However, you cannot modify the lessons themselves\u003C/span>\u003C/b>\u003Cspan data-contrast=\"auto\"> because they have been reviewed by Certified Financial Planners® for accuracy — but you may request that Zogo develop lessons on a specific topic\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\u003C/li>\r\n\u003C/ul>\r\n\u003Cb>\u003Cspan data-contrast=\"auto\">Which Languages Does Zogo Support?\u003C/span>\u003C/b>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>\r\n\r\n\u003Cspan data-contrast=\"auto\">Zogo currently offers content in English and Spanish, with accessibility features including text-to-speech.\u003C/span>\u003Cspan data-ccp-props=\"{&quot;335559739&quot;:0}\"> \u003C/span>",post_title:"Why Financial Education Belongs on Your Investment Platform",post_excerpt:"",post_status:"publish",comment_status:"closed",ping_status:"closed",post_password:"",post_name:"why-financial-education-belongs-on-your-investment-platform",to_ping:"",pinged:"",post_modified:"2026-08-06 14:56:41",post_modified_gmt:"2026-08-06 18:56:41",post_content_filtered:"",post_parent:0,guid:"https://live-apexv2-import.pantheonsite.io/?p=18517",menu_order:0,post_type:"post",post_mime_type:"",comment_count:"0",filter:"raw"},press_release_archive_hero_title:"Press Releases",press_release_archive_hero_featured_post:{ID:19710,post_author:"5",post_date:"2026-05-28 08:00:44",post_date_gmt:"2026-05-28 12:00:44",post_content:"",post_title:"Cash App Investing Names Apex Ascend as Strategic Clearing Platform for Millions of Investors",post_excerpt:"",post_status:"publish",comment_status:"closed",ping_status:"closed",post_password:"",post_name:"cash-app-investing-names-apex-ascen
230d-as-strategic-clearing-platform-for-millions-of-investors",to_ping:"",pinged:"",post_modified:"2026-05-28 08:00:44",post_modified_gmt:"2026-05-28 12:00:44",post_content_filtered:"",post_parent:0,guid:"https://live-apexv2-import.pantheonsite.io/?post_type=press-release&#038;p=19710",menu_order:0,post_type:"press-release",post_mime_type:"",comment_count:"0",filter:"raw"},press_release_archive_image:false,library_archive_hero_title:"Insights",library_archive_hero_featured_post:{ID:18870,post_author:"12",post_date:"2026-04-30 11:50:33",post_date_gmt:"2026-04-30 15:50:33",post_content:"",post_title:"Standing Table Season 1",post_excerpt:"A podcast hosted by Dan Nathan and Guy Adami, presented by Apex Fintech Solutions",post_status:"publish",comment_status:"closed",ping_status:"closed",post_password:"",post_name:"standing-table-podcast-season-1",to_ping:"",pinged:"",post_modified:"2026-08-04 11:45:02",post_modified_gmt:"2026-08-04 15:45:02",post_content_filtered:"",post_parent:0,guid:"https://live-apexv2-import.pantheonsite.io/?post_type=library&#038;p=18870",menu_order:0,post_type:"library",post_mime_type:"",comment_count:"0",filter:"raw"},library_archive_image:{ID:16664,id:16664,title:"Apex-generic-blog-image",filename:"Apex-generic-blog-image.png",filesize:40427,url:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png",link:"https://library.apexfintechsolutions.com/apex-generic-blog-image-2",alt:"Apex Fintech Solutions Logo",author:"5",description:"",caption:"",name:"apex-generic-blog-image-2",status:"inherit",uploaded_to:0,date:"2025-12-10 20:04:04",modified:"2026-08-13 13:26:56",menu_order:0,mime_type:"image/png",type:"image",subtype:"png",icon:"https://library.apexfintechsolutions.com/wp-includes/images/media/default.png",width:900,height:600,sizes:{thumbnail:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-150x150.png","thumbnail-width":150,"thumbnail-height":150,medium:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-300x200.png","medium-width":300,"medium-height":200,medium_large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-768x512.png","medium_large-width":768,"medium_large-height":512,large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","large-width":900,"large-height":600,"1536x1536":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","1536x1536-width":900,"1536x1536-height":600,"2048x2048":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","2048x2048-width":900,"2048x2048-height":600}},cat_archive_hero_title:"Category Archive",cat_archive_image:{ID:16664,id:16664,title:"Apex-generic-blog-image",filename:"Apex-generic-blog-image.png",filesize:40427,url:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png",link:"https://library.apexfintechsolutions.com/apex-generic-blog-image-2",alt:"Apex Fintech Solutions Logo",author:"5",description:"",caption:"",name:"apex-generic-blog-image-2",status:"inherit",uploaded_to:0,date:"2025-12-10 20:04:04",modified:"2026-08-13 13:26:56",menu_order:0,mime_type:"image/png",type:"image",subtype:"png",icon:"https://library.apexfintechsolutions.com/wp-includes/images/media/default.png",width:900,height:600,sizes:{thumbnail:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-150x150.png","thumbnail-width":150,"thumbnail-height":150,medium:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-300x200.png","medium-width":300,"medium-height":200,medium_large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image-768x512.png","medium_large-width":768,"medium_large-height":512,large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","large-width":900,"large-height":600,"1536x1536":"https://library.apexfintechsolutions.
230com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","1536x1536-width":900,"1536x1536-height":600,"2048x2048":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Apex-generic-blog-image.png","2048x2048-width":900,"2048x2048-height":600}},cat_archive_hero_featured_post:{ID:12180,post_author:"5",post_date:"2025-05-09 14:37:34",post_date_gmt:"2025-05-09 18:37:34",post_content:"You’ve been there. Waiting on yesterday’s data to catch up. Sifting through spreadsheets for answers. Fixing the same errors — again and again.\r\n\r\nIt doesn’t have to be this way. Access to your own real-time data can change the game. The difference? Imagine swapping a bicycle for a sports car. Where batch data slows you down, real-time investment management can let you zip past the bottlenecks.\r\n\r\nHere are five big ways having 24/7 access to your real-time data through \u003Ca href=\"https://apexfintechsolutions.com/developers/ascendos/\" target=\"_blank\" rel=\"noopener\">Apex AscendOS™\u003C/a> can transform how your business handles investment management.\r\n\u003Ch2>1. Stop building workarounds\u003C/h2>\r\nInstead of piecing together layers of outdated systems to simulate real-time updates or building custom ledgers or using spreadsheets to fill gaps, take a quantum leap into the twenty-first century with the Apex Ledger. With this pre-built ledger, you can have 24/7 access to current data — balances, buying power, positions, and more.\r\n\r\nAs described in the whitepaper \u003Cem>\u003Cstrong>\u003Ca href=\"https://library.apexfintechsolutions.com/wp-content/uploads/2024/11/Apex_RealTime_Whitepaper.pdf\" target=\"_blank\" rel=\"noopener\">The Power of Real-Time Data Access\u003C/a>\u003C/strong>\u003C/em>, handling disconnected data is a major headache. With Ascend, you can ditch the clutter and let the platform do the heavy lifting.\r\n\u003Ch2>2. Make faster, smarter decisions\u003C/h2>\r\nEver feel like you’re guessing more than strategizing when you’re working with a mix of stale and fresh data? When you don’t know which is which, decisions can feel like rolling the dice.\r\n\r\nReal-time data can change that. It delivers a single source of truth at any moment. Need to know which clients can act on an opportunity today? Want accurate financial snapshots without waiting for yesterday’s batch updates? You can have it with Ascend. And with real-time dashboards and automated alerts, you can also streamline your decision-making and focus on client outcomes.\r\n\u003Ch2>3. Cut down client onboarding time\u003C/h2>\r\nFor advisors, time is everything. If onboarding a client takes days, that’s time clients aren’t investing. With Ascend, onboarding becomes real-time. The platform supports straight-through processing for account creation and funding in minutes — sometimes even seconds. It integrates digital tools that help you spot errors faster. And it means you can deliver a modern digital experience to next-gen investors.\r\n\r\nAnd remember that the time saved can be repurposed into building relationships, planning strategies, and providing client value when it matters.\r\n\u003Ch2>4. Help prevent small errors from becoming big problems\u003C/h2>\r\nFraud risks. Credit risks. Operational risks. One small error can ripple through your operations like a stone dropped into a pond. With Apex Ascend’s real-time processing and automation features, data issues are flagged the moment they arise.\r\n\r\nFor example, if a corporate action occurs — say a stock split happens — Ascend automatically adjusts positions across your whole book of business in real time. If there’s a problem with one portfolio, it doesn’t break the whole batch; instead, you receive a notification, and the rest of the updates are made.\r\n\u003Ch2>5. Rediscover efficiency by reducing redundancy\u003C/h2>\r\nLegacy systems often require referencing and manually updating several disconnected tools. Ascend, on the other hand, centralizes it all. It starts with your own (not your custodian’s) embedded data warehouse. Update it once, and all of your systems can rely on this single source of truth.\r\n\r\nThen, with Apex’s unified interface, advisors can access everything they typically need — client onboarding, account funding, trading, reporting, and billing — in one seamless platform. As Olivia Eisinger explained in a recent \u003Ca href=\"https://apexfintechsolutions.
230com/news-resources/blog/from-paperwork-to-peoplework-augmented-advice/\" target=\"_blank\" rel=\"noopener\">RIA Connect interview\u003C/a>, “By consolidating these processes into a single, intuitive interface, we’re giving advisors time back to focus on their clients instead of navigating patchworked systems.”1\r\n\r\nSimply put, Ascend can give advisors the power to spend less time managing tools and more time creating value for clients (and your firm).\r\n\u003Ch2>Could real-time data become the engine that drives your success forward?\u003C/h2>\r\nGet answers to your questions about Apex Ascend.\r\n\r\n\u003Ca href=\"https://apexfintechsolutions.com/contact-sales/\" target=\"_blank\" rel=\"noopener\">Request a Call\u003C/a>",post_title:"5 benefits of having access to real-time data",post_excerpt:"Discover how real-time data and streamlined investment management can transform your firm’s growth trajectory. Use Apex AscendOSTM to boost efficiency and deliver better client outcomes.",post_status:"publish",comment_status:"closed",ping_status:"closed",post_password:"",post_name:"5-benefits-of-having-access-to-real-time-data",to_ping:"",pinged:"",post_modified:"2026-03-20 16:35:26",post_modified_gmt:"2026-03-20 20:35:26",post_content_filtered:"",post_parent:0,guid:"https://live-apexv2-import.pantheonsite.io/?p=12180",menu_order:0,post_type:"post",post_mime_type:"",comment_count:"0",filter:"raw"},data_archive_hero_title:"Data",data_archive_hero_featured_post:false,data_archive_image:{ID:16899,id:16899,title:"Data-v4",filename:"Data-v4.jpg",filesize:10227,url:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4.jpg",link:"https://library.apexfintechsolutions.com/data-v4",alt:"",author:"12",description:"",caption:"",name:"data-v4",status:"inherit",uploaded_to:0,date:"2025-12-16 22:23:53",modified:"2025-12-16 22:23:53",menu_order:0,mime_type:"image/jpeg",type:"image",subtype:"jpeg",icon:"https://library.apexfintechsolutions.com/wp-includes/images/media/default.png",width:624,height:384,sizes:{thumbnail:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4-150x150.jpg","thumbnail-width":150,"thumbnail-height":150,medium:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4-300x185.jpg","medium-width":300,"medium-height":185,medium_large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4.jpg","medium_large-width":624,"medium_large-height":384,large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4.jpg","large-width":624,"large-height":384,"1536x1536":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4.jpg","1536x1536-width":624,"1536x1536-height":384,"2048x2048":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/Data-v4.jpg","2048x2048-width":624,"2048x2048-height":384}},press_release_hero_image:{ID:16901,id:16901,title:"PR-graphic",filename:"PR-graphic.jpg",filesize:22905,url:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic.jpg",link:"https://library.apexfintechsolutions.com/pr-graphic-2",alt:"",author:"12",description:"",caption:"",name:"pr-graphic-2",status:"inherit",uploaded_to:0,date:"2025-12-16 22:33:49",modified:"2025-12-16 22:33:49",menu_order:0,mime_type:"image/jpeg",type:"image",subtype:"jpeg",icon:"https://library.apexfintechsolutions.com/wp-includes/images/media/default.png",width:899,height:1042,sizes:{thumbnail:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic-150x150.jpg","thumbnail-width":150,"thumbnail-height":150,medium:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic-259x300.jpg","medium-width":259,"medium-height":300,medium_large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic-768x890.jpg","medium_large-width":768,"medium_large-height":890,large:"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic-883x1024.jpg","large-width":883,"large-height":1024,"1536x1536":"https://library.apexfintechsolutions.
230com/wp-content/uploads/2025/12/PR-graphic.jpg","1536x1536-width":899,"1536x1536-height":1042,"2048x2048":"https://library.apexfintechsolutions.com/wp-content/uploads/2025/12/PR-graphic.jpg","2048x2048-width":899,"2048x2048-height":1042}},integration_hero:{heading_label:"",heading:"Apex Integration Marketplace\n",sub_heading:"\u003Cp>A curated set of integrations that offer innovative tools and services to help you build and scale your business, your way.\u003C/p>\n",featured_image:{ID:17316,id:17316,title:"Integrations-hero-image-04-c",filename:"Integrations-hero-image-04-c.svg",filesize:5546,url:"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg",link:"https://library.apexfintechsolutions.com/integrations-hero-image-04-c-2",alt:"",author:"5",description:"",caption:"",name:"integrations-hero-image-04-c-2",status:"inherit",uploaded_to:0,date:"2026-01-13 18:18:41",modified:"2026-01-13 18:18:41",menu_order:0,mime_type:"image/svg+xml",type:"image",subtype:"svg+xml",icon:"https://library.apexfintechsolutions.com/wp-includes/images/media/default.png",width:0,height:0,sizes:{thumbnail:"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","thumbnail-width":1,"thumbnail-height":1,medium:"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","medium-width":1,"medium-height":1,medium_large:"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","medium_large-width":1,"medium_large-height":1,large:"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","large-width":1,"large-height":1,"1536x1536":"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","1536x1536-width":1,"1536x1536-height":1,"2048x2048":"https://library.apexfintechsolutions.com/wp-content/uploads/2026/01/Integrations-hero-image-04-c.svg","2048x2048-width":1,"2048x2048-height":1}},secondary_button:{title:"Start a Conversation",url:"#form",target:""}},integration_archive_image:false,modules:[{acf_fc_layout:"content_area",content_area:{"":null,display:"one_column",heading_label:"",heading:"Flexible Ways to Build Your Tech Stack\n",sub_heading:"",content_area:"\u003Cp>Help fast-track your tech stack build with pre-integrated third-party tools — all while gaining the advantages of cloud-native AscendOS™ infrastru
230cture. Use our Integration Marketplace to:\u003C/p>\n\u003Cul>\n\u003Cli>Reduce your development lift and help accelerate your deployment timeline\u003C/li>\n\u003Cli>Access a centralized hub for third-party tools, resources, and components\u003C/li>\n\u003Cli>Expand your options as you build your differentiated wealth experience\u003C/li>\n\u003C/ul>\n",content_area_1:"",content_area_2:"",repeatable_content_rows:false,button:"",button_type:"primary",module_options_default:{module_position:"before",background_color:"secondary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:false,global_legal_copy:""},heading_size:"md",enable_sub_heading:false,enable_heading_label:false,content_alignment:"left",enable_section_dividers:false,seo_options_default:{section_id:"",heading_level:"h2"}}},{acf_fc_layout:"content_area",content_area:{"":null,display:"one_column",heading_label:"",heading:"",sub_heading:"",content_area:"",content_area_1:"",content_area_2:"",repeatable_content_rows:false,button:"",button_type:"primary",module_options_default:{module_position:"after",background_color:"secondary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:true,global_legal_copy:""},heading_size:"md",enable_sub_heading:false,enable_heading_label:false,content_alignment:"center",enable_section_dividers:false,seo_options_default:{section_id:"",heading_level:"h2"}}},{acf_fc_layout:"newsletter_signup",newsletter_signup:{"":null,heading:"\u003Cp>Get Our Newsletter\u003C/p>\n",copy:"\u003Cp>Just submit your email address to subscribe to our newsletter and receive more insights into how to use our products and services.\u003C/p>\n",form_id:"da350736-27d5-4191-be79-77e374ceeafb",module_options_default:{module_position:"before",background_color:"nebula",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:false,global_legal_copy:""},seo_options_default:{section_id:"",heading_level:"h2"}}},{acf_fc_layout:"content_cards",content_cards:{"":null,display:"content_card_row",section_text_align:"left",heading_label:"",heading:"Get More Data, More Features, and More Client Tools\n",sub_heading:"\u003Cp>Our alliances with leading third-party companies can help you integrate more quickly, access features and services you already use, and add new ones to support your staff and clients. Plus, adapt to your business’s unique needs by selecting from multiple integration levels offered by some providers.\u003C/p>\n",content_cards:[{heading:"Add Third-Party Data Feeds ",sub_heading:"",copy:"\u003Cp>Access the timely data you need to run your business, such as economic insights and market trends. Remember, you already have 24/7 access to your own real-time client data with AscendOS\u003C/p>\n",link:""},{heading:"Tap Into Your Team’s Preferred Features",sub_heading:"",copy:"\u003Cp>You’ll find nearly all the necessary core wealth tech features built into AscendOS, from account opening to investor documents — but you can choose to use a third-party solution if you prefer\u003C/p>\n",link:""},{heading:"Leverage Client-Facing Tools",sub_heading:"",copy:"\u003Cp>Give your clients a modern, interactive experience with flexible APIs to let you integrate third-party tools that help educate, engage, and empower investors\u003C/p>\n",link:""}],button:"",button_type:"secondary",module_options_default:{module_position:"after",background_color:"tertiary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:false,global_legal_copy:""},seo_options_default:{section_id:"",heading_level:"h2"}}},{acf_fc_layout:"icon_cta",icon_cta:{"":null,display:"icon_content_grid",text_alignment:"center",mobile_columns:"one",full_width_header:false,grid:"two",heading_label:"",heading:"Join the Apex Integration Marketplace\n",sub_heading:"\u003Cp>We’re actively integrating with more third-party providers and would be delighted to consider your platforms and services.\u003C/p>\n",larger_icons:false,gradient_line:false,icons:[{icon:{ID:16957,id:16957,title:"icon-product-33",filename:"icon-product-33.svg",filesize:387,url:"https://library.apexfintechsolutions.
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This optional premium service automates the account linking process, reducing the manual entry errors that cause up to 50% of transfer rejections industry-wide.**\u003C/p>\n",content_cards:[{heading:"Minimize Failed Transfers ",sub_heading:"",copy:"\u003Cp>Reduce the times you must re-initiate the process or use an alternate method, such as liquidating and repurchasing assets\u003C/p>\n",link:""},{heading:"Automated OAuth Linking  ",sub_heading:"",copy:"\u003Cp>Use secure, token-based authentication to connect contra-brokerages, eliminating the need to share credentials\u003C/p>\n",link:""},{heading:"Smart Fallbacks ",sub_heading:"",copy:"\u003Cp>Verify and enrich entries with smart fallback logic when full data sets are not available\u003C/p>\n",link:""},{heading:"Real-Time Status Updates  ",sub_heading:"",copy:"\u003Cp>Get event-driven notifications the moment changes arrive, not hours later\u003C/p>\n",link:""},{heading:"Built-In Data Transparency ",sub_heading:"",copy:"\u003Cp>Keep investors informed throughout the process\u003C/p>\n",link:""}],button:"",button_type:"secondary",module_options_default:{module_position:"before",background_color:"tertiary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:true,global_legal_copy:"\u003Cp>\u003Cspan class=\"TextRun Highlight SCXW1932808 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\">\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\">** \u003C/span>\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\">Sullivan,\u003C/span>\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\"> Tom. \u003C/span>\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\">Plaid. \u003C/span>\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\">ACATS transfers: How APIs &#038; \u003C/span>\u003Cspan class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\">open finance\u003C/span>\u003Cspan class=\"NormalTextRun SCXW1932808 BCX0\" data-ccp-parastyle=\"No Spacing\"> modernize investing. 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We can remove friction so you can optimize conversion rates.\u003C/p>\n\u003Cul>\n\u003Cli>Identity verification\u003C/li>\n\u003Cli>KYC and AML (Anti-Money Laundering) protocols for both U.S. and non-U.S.-based investors\u003C/li>\n\u003Cli>Investor screening\u003C/li>\n\u003Cli>OFAC (Office of Foreign Assets Control), sanctions lists, and negative news\u003C/li>\n\u003Cli>Trade monitoring\u003C/li>\n\u003Cli>Fraud reporting\u003C/li>\n\u003C/ul>\n",cta_list:false,module_options_default:{module_position:"before",background_color:"secondary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:false,global_legal_copy:""},cta_list_type:"button_list",seo_options_default:{section_id:"AML",heading_level:"h2"}}},{acf_fc_layout:"faq_accordion",faq_accordion:{"":null,display:"content_accordion",heading:"FAQs\n",sub_heading:"\u003Cp>A Few Brokerage Account Opening FAQs\u003C/p>
230\n",accordion_items:[{accordion_item_title:"Are CIP and KYC Checks Done When New Brokerage Accounts Are Opened? ",accordion_item_content:"\u003Cp>Yes. Every new account goes through thorough identity verification and Know Your Customer (KYC) investigations in real time. We screen customers against industry watch lists, sanctions lists, and negative news to verify identity and help ensure compliance.\u003C/p>\n\u003Cp>The account opening process is designed so these security checks happen in the background, allowing accounts to be opened in seconds* while investigations are completed. If any investigation requires additional review, the account opens with temporary restrictions until resolved, so the customer experience stays fast without compromising security.\u003C/p>\n"},{accordion_item_title:"Can We Use Our Own Identity Verification Provider? ",accordion_item_content:"\u003Cp>Yes. Broker-dealer clients can use their own identity verification results for customer onboarding. Apex will still perform ongoing background monitoring for all introduced customers to ensure continued compliance with AML, sanctions screening, and fraud detection requirements.\u003C/p>\n"},{accordion_item_title:"What Happens if Account Opening Is Interrupted? ",accordion_item_content:"\u003Cp>Partial account opening data is not automatically saved, so you or your client will have to start over. However, if you use our premium Accelerated ID Verification (AIDV) service, your client can simply enter their phone number and tax ID to pre-populate the rest of their application, which can significantly reduce the time required (and, hopefully, the odds of being interrupted).\u003C/p>\n"},{accordion_item_title:"What’s New in the 2026 ACATS Protocols? ",accordion_item_content:"\u003Cp>The DTCC is modernizing ACATS with significant updates rolling out through October 2026:\u003C/p>\n\u003Cp>\u003Cstrong>Modern Messaging Formats\u003C/strong>\u003C/p>\n\u003Cp>Legacy file transmissions are being replaced with modern protocols like JSON and MQ, enabling real-time processing and improved transparency. Firms must migrate to these new interfaces by the October 2026 deadline when legacy file formats will be decommissioned.\u003C/p>\n\u003Cp>\u003Cstrong>Faster Settlement\u003C/strong>\u003C/p>\n\u003Cp>ACATS transfers are now processed in just 3–4 business days (down from 5–6), with the settlement preparation stage removed as of October 2025.\u003C/p>\n\u003Cp>\u003Cstrong>Enhanced Features\u003C/strong>\u003C/p>\n\u003Cp>The new protocols support more efficient workflows, stronger resiliency, and extensibility for new asset types such as 529 plan data transfers.\u003C/p>\n\u003Cp>\u003Cstrong>Mandatory Requirements\u003C/strong>\u003C/p>\n\u003Cp>All firms must support one-day settling assets for all transfers and migrate off legacy file formats by October 2026.\u003C/p>\n\u003Cp>\u003Cspan style=\"text-decoration: underline;\">Apex&#8217;s ACATS solution\u003C/span> is built for these new DTCC protocols, ensuring you&#8217;re ready for the transition with real-time transfer simulation, event-driven workflows, and modern API integration.\u003C/p>\n"}],module_options_default:{module_position:"before",background_color:"primary",background_image:false,background_image_display:"cover",add_padding_bottom:false,reduce_padding_top:false,global_legal_copy:""},add_to_schema:true,seo_options_default:{section_id:"",heading_level:"h2"}}},{acf_fc_layout:"content_or_form",content_or_form:{"":null,display:"two_col",select_content_type:"form",mode:"developer",heading_main:"\u003Cp>Take the Next Step to Learn More\u003C/p>\n",heading:"\u003Cp>Get more information\u003C/p>\n",sub_heading:"\u003Cp>
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