My Account

How Do I Update My Information?

Need to update your phone, email address, or address?

Written by Lauren
Updated over a week ago

How Do I Find My Account Documents?

Trade Confirmations, Tax Documents, etc.

Written by Olivia
Updated this week

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 Lauren
Updated over a week ago

Why is My Account Out of Sync?

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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 Lauren
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

Why Does My Account Have a Negative Balance?

Written by Olivia
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