Mon - Fri : 09:00 - 17:00

New Account System

  • Full Implementation to the many Apex New Account APIs for opening new accounts
  • FINRA approved.
  • Includes Market Data Agreements for NYSE/AMEX/NASDAQ
  • Includes all the IRAs, Joint, Margin, etc
  • Only Look and Feel must be customized for or by customer – customer provides mockups and we can do the rest.  If customer wants to create their own UI, interfaces can be provided
  • Account Approval Workflow tool
  • Cash Management tool – ACH Relationship and Transfer approvals
  • Edit clearing firm parameters such as Margin/Cash account type, Registered Rep, Address, etc