How to Merge Multiple Accounts Under 1 User ID

Multiple Accounts

You can view all accounts on the APEX Clearing Report Center from one user id. Follow the initial process illustrated below to set up multiple account numbers to your current user id.

Step 1: First, log in to APEX Clearing with your current ID.

Step 2: Follow the illustrations below to Get Started with the Setup.

Note: If you have set up User Ids for different accounts previously, click on Grant Account Access and Grant Access to your pre-existing account.



Complete the questions asked on the next few screens and complete the set up.

You're Done!