Apex Product List

Apex Select ™ Debit and Checking Services

Apex is partnering with UMB Bank, n.a. to provide service for this new Cash Management product which offers ACH payments , checking, and debit services, ATM withdrawals, and employer and contra bank direct deposits.

Additional details are available via the following links:

Apex Select ™ Debit and Checking Services Application Form
Apex Select ™ Cash Management Products Fee Schedule


E-Docs is an internet service designed to give investors more timely access to their accounts and financial reports in an electronic format. Advantages to using E-Docs include: flexible access to account statements, confirms, and tax information, secure storage in a private E-Documents account, reduced paperwork and clutter, and enhanced recordkeeping.

FDIC Sweeps Program – Revision

Beginning November 21, 2016 Apex will no longer accept new accounts into the FDIC Insured Sweep Program at account opening, and customers currently in the sweep program will be subject to new balance minimum requirements. Specifically, after November 21st, enrollment of new accounts will be limited to non-retirement accounts with greater than $250,000 in credit balances. Customers currently in the sweep program who do not meet the new eligibility requirements will be migrated into cash, and sweeps will be removed. Customers with non-retirement accounts who wish to enroll in the program and meet the balance requirements may do so.