APEX
IPO ACCESS
INVESTMENT INTELLIGENCE
Dedicated account specialists, 24/5 trading support, and white-glove onboarding for accredited investors and institutional clients.
Every APEX client is paired with a named relationship manager — your single point of contact for allocations, execution, and reporting.
Live execution support during all major market sessions. Call or message your desk directly for block trades, IPO orders, and allocation confirmations.
Streamlined accredited-investor verification, typically completed within one business day. White-glove KYC handling for entity, trust, and IRA accounts.
Quarterly portfolio statements, real-time allocation notifications, and proactive briefings on offerings matched to your investment mandate.
Open a verified APEX account in under 6 minutes. Allocation team review within one business day.
Open an account