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Clearing & Custody

Agreements

Apex Privacy Policy
Apex Disclosures
Apex New Account Agreement
Apex Individual IRA or SEP Account Agreement
Apex Roth IRA Agreement
Apex SEP Employer Plan Documentation
Apex JTWROS Agreement
Apex Fully Paid Securities Lending Program Agreement & Disclosures
Apex Entity Account Agreement
Apex Entity Account Due Diligence Questionnaire
Apex LLC Account Authorization
Apex Certificate of Trust & Investment Powers
Letter of Authorization
Apex SIMPLE IRA Account Agreement
Apex SIMPLE IRA Plan Adoption Agreement

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Altruist Corp (“Altruist”) offers a software engine that helps financial advisors achieve better outcomes. Investment management and advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the Altruist Financial Fee Schedule to learn more.

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Clearing and custody of all securities are provided by Apex Clearing Corporation.

Check the background of Altruist Financial LLC on FINRA’s BrokerCheck: https://brokercheck.finra.org/

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