Apex Clearing


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
  Apex Password

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Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.