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How to open an account

How to open an account with

Lauren Brose avatar
Written by Lauren Brose
Updated over a week ago

First, download the app.


  1. Tap Sign Up to create an account

  2. After you've entered your email and created a password, you'll be prompted to complete an application to open an account

  3. After you submit your application, we will let you know if your application was approved by Apex Clearing. We may request additional documents to verify your identity. The transfer process can take 1-2 business days.

Once your account is approved, you can connect your bank account and transfer funds into your portfolio.

About personal information

Applying to requires personal information, including financial and tax identification information, to comply with U.S. government laws and FINRA rules. We’ll request personal information from both new customers and long-standing customers. complies with an SEC customer identification rule of the USA Patriot Act of 2001. This rule requires to put procedures in place to verify the identity of any person seeking to open an account and to maintain records of their information. must also determine whether a customer appears on any lists of terrorist organizations provided to broker-dealers by any government agency.

Read more about our Privacy Policy.

Still have questions? Contact our support center by messaging our chatbox or emailing us at [email protected].

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