Market Information

NEW OFFICE PROCEDURES

The Florida office will be closed until further notice due to a COVID-19 quarantine. Our Staff will be working from home, and the office phones have been alt-routed to cell and home phone numbers. We are asking that all checks be sent directly to Apex Clearing, c/o Cashiering, 350 N. St. Paul Street, Suite 1300, Dallas, TX 75201, and physical certificates should be sent Certified Mail to c/o Securities Processing at the same Apex address.

We will not be monitoring our fax machine, but email is being monitored and responded to as normal.

Our Staff is available for day-to-day business and are there to help with any questions that you may have. Thank you for your patience during this trying time and please practice safe distancing and frequent hand washing in the interim.

COVID-19 Update

CORONAVIRUS NOTICE

News and Alerts

Important notice regarding Turbo Tax
The IRA Rollover: 10 Tips
Stock Up on Information Before Buying Stock
Duration—What an Interest Rate Hike Could Do to Your Bond Portfolio