Release Notes: 20b

To align our product development with our Clients’ strategies, Apex has adopted a number of product management best practices from the software industry and adapted them to address some of the unique challenges within financial services.

The “coordinated releases” take place over a 16-week cycle, which amounts to about 4-months in between releases. That translates to 3 full release cycles per year. In this document you will find key features and functions that are generally available to clients via the release process.

Highlights from this launch cycle include:

Apex Lend (formerly Fully Paid Stock Lending) has added the ability to support margin accounts
Apex Cash has been enhanced to allow clients to customize descriptions on statements, setup/manage scheduled transfers and initiate outgoing wire requests
Apex Accounts API has been enhanced to include additional account types for Corporations, LLCs and Statutory Business Trusts
Apex is proud to announce the introduction of new partnerships with Marstone and Orion

Fill out the form to explore a more detailed listing of these feature enhancements.

Privacy Policy | Other Disclosures | Futures Disclosures | Form CRS
Apex Clearing is registered with the SEC, a member of FINRA, a participant in SIPC and licensed in 53 states and territories. FINRA BrokerCheck reports for Apex Clearing are available at http://www.finra.org/brokercheck. Certain services referenced on this site are provided through partnerships between Apex Clearing Corporation and third-parties. Cryptocurrency trading is offered in partnership with Apex Crypto.
© 2022 Apex Clearing Corporation