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My Account
21 articles in this collection
Written by
Oliver,
Olivia,
and
Sam
How Do I Update My Information?
Need to update your phone, email address, or address?
Written by
Sam
Updated over a week ago
How Do I Find My Account Documents?
Trade Confirmations, Tax Documents, etc.
Written by
Olivia
Updated over a week ago
How Do I View My E-Confirm Documents Online?
How to Log In to Apex + View Documents Online
Written by
Olivia
Updated over a week ago
How Do I Find My Transaction History?
Written by
Olivia
Updated over a week ago
How Do I Make My Profile Private?
Update Your Privacy Settings Right on the App
Written by
Olivia
Updated over a week ago
How Safe is My Money? (SIPC)
Short answer: super safe.
Written by
Olivia
Updated over a week ago
How Am I Protected?
In short: we've got your back!
Written by
Sam
Updated over a week ago
Why is My Account Out of Sync?
Loading...
Written by
Olivia
Updated over a week ago
How Do I Enable Biometric Authentication?
Security is important! Keep your account safe and secure.
Written by
Sam
Updated over a week ago
What Do I Do if I Forget My Password?
Written by
Olivia
Updated over a week ago
What is Buying Power?
Funds that are ready to be invested!
Written by
Olivia
Updated over a week ago
Why Don't I Have Buying Power Yet?
Need info on estimated transfer times, viewing your deposits and withdrawals, or understanding when you'll have Buying Power? Read below!
Written by
Oliver
Updated over a week ago
How Do I Edit My Watch List?
Written by
Olivia
Updated over a week ago
How Do I Change My Notification Settings?
Only Get Notified When You Want To
Written by
Olivia
Updated over a week ago
Where Do I Find My Brokerage Account Number?
Written by
Olivia
Updated over a week ago
Why Can't I Comment/Message in the App?
Written by
Olivia
Updated over a week ago
Can I Add a Beneficiary?
Reach Out to Our Support Team for More Details!
Written by
Olivia
Updated over a week ago
Why Was My Account Restricted?
FYI - we hate restricting accounts.
Written by
Olivia
Updated over a week ago
How Do I Cancel My Account?
Deactivate your Public Account
Written by
Olivia
Updated over a week ago
Account Balances
Why Does My Account Have a Negative Balance?
Written by
Sam
Updated over a week ago
Why Can’t I Withdraw My Money?
If you're not sure, just ask us. There's usually a simple reason for this.
Written by
Olivia
Updated over a week ago