Report Center (APEX)

Set up Report Center

Report Center Click the "Report Center" on https://www.autoshares.com [1] on the left navigation of Autoshares.com after you login, or visit https://apexclearing.com [2] 1- Navigate to the YELLOW login Box(Upper right hand side), and click on LOGIN. On the bottom of the login box you will find: Forgot your Password Create a User ID ----> Create your USER ID 2 - Click on CREATE A USER ID below the yellow LOGIN Button. If you cannot see this in your browser, enlarge the browser or ...

Set Up E-Confirms

First, Login to Report Center (APEX) Then, click on the circle "Apex Online Menu” ----> If the online menu does not appear, click on the HOUSE to produce the APEX Online Menu. Go to TOOLS, UPDATE PROFILE, and SELECT EMAIL DELIVERY FOR STATEMENTS AND CONFIRMS. SELECT EMAIL DELIVERY FOR STATEMENTS AND CONFIRMS ACCEPT CONDITIONS ALL DONE! Save your updates and become familiar with the APEX Clearing REPORT CENTER.

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. Co...

Trade Activity Reports

Trade Activity Reports Login to Report Center (APEX Clearing) Click on the Apex Online Menu Under the APEX Accounts heading, click Activity ======================================================================================= In the account search box, type in your account number or name. Then select the Activity Type (Trades, Money Movements, Position Adjustments) Enter the Date Range (see illustration below) Your activity will be displayed (see illustration below) Down...

APEX Margin Call Definitions

Margin Calls If you received a margin call notification, one of the following calls types below may apply to your account. Please read the definition that applies to you. To clear up margin calls, please submit the required amount by ACH or Wire Transfer. **Please be advised that continued trading on margin calls can result in Apex Clearing issuing a 90-day trading restriction on your brokerage account. REQUIRED MAINTENANCE CALL A maintenance call will occur in an account when the value ...

STOCK SPLITS, SYMBOL CHANGES & OPTIONS, MERGERS

STOCK SPLITS, SYMBOL CHANGES & OPTIONS, MERGERS It is the client's responsibility to notify AutoShares if they hold any stock that has either a forward or reverse stock split and/or if any stock they own has a symbol change of any kind. The client will also need to contact us if you are holding an option that has expired, been exercised, assigned or changes symbols. The trading software will NOT automatically adjust for these changes. The client will need to contact us and we will manually ...

Reconciling Your Account Equity

Reconciling Your Account Equity This article addresses the following questions: How do I reconcile my Account Equity? How are Profit/Losses reflected in my Account Equity? How do I reconcile my Account Equity? First, before you get started, you'll need to understand some basic concepts. Your Account Equity is calculated DAILY using the following information: Trade Date Balance (CASH VALUE) + Total Market Value: The total Value of your current inventory/stock and options positions ...

How to Import Apex Clearing Consolidated 1099s

You Can Import Apex Clearing Consolidated 1099s You can import all of your trade data into third-party software. TaxAct: https://www.taxact.com/ H&R Block: https://www.hrblock.com/ TurboTax: https://turbotax.intuit.com/ Steps to take: Go to website, click sign in and Create an Account When prompted, choose Apex Clearing Corporation as Financial Institution UserID: AutoShares/ Apex Clearing Account # Password: Tax ID Number associated with account (Social Security or EIN) TurboTAX Imp...