Apex Clearing hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.
If you have more than 3,000 transactions, Apex Clearing will not return your transactions through their OFX server.
To retrieve information from their server,
you will need the following information:
Apex User ID
Regarding the above, they indicate:
If you have an Apex Online account enter your User ID and Password. Otherwise, Enter your account number (e.g. 6YA12345) as the Apex User ID. Enter the tax ID number (e.g. 555114444) that is associated with your account as the Apex Password.
Please email us at email@example.com with new information if any of the above is out-of-date or incomplete.