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.
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 10- plus your account number as the Apex User ID. Enter the tax ID number that is associated with your account as the Apex Password.
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.