This document guides you through the release of information process with the Apex Clearing custodian. Simply follow the described steps in order to authorize BridgeFT to access your accounts managed by Apex.

ROI Processing Timeline: 3 - 6 business days

Submission Method: via Apex Service Center Portal

Submit ROI Request

In order to initiate the data feed with Apex you will need to submit a service request in Apex Service Center.

Please include the following information in your service request submission:

Subject: BridgeFT Data Feed

Please release rep code [detail all associated rep codes here] to BridgeFT.

If you have any questions, please reach out to [email protected] for assistance.

Best,

[Advisor Name]

Please be sure to cc [email protected] on your submission.