Once you've opened an investment account, there is no need to close it. The account will close when you close the app account. Before your app account can be closed, all investments you have must be transferred to an outside brokerage account or sold, and funds settled in the SAVE/INVEST area of the account. Once completed, our agents will then close the overall account.
Brokerage services are provided by Apex Fintech Brokerage Services, a registered broker dealer. Clearing and custody services are offered by Apex Clearing. Both firms are SEC-registered broker dealers and members of FINRA/SIPC.
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