Investor Documents
To view Investor Documents such as Statements, Tax Forms, and Trade Confirms in your browser, please sign up for an Apex Online client account by clicking the button below, and selecting 'Create User ID'.
Go to Apex Online*Apex Fintech Solutions is our trusted custody and broker partner.
To view Investor Documents such as Statements, Tax Forms, and Trade Confirms in the Sidepocket mobile app, open up the slide-menu and go to Settings > Documents.
