How Apex Clearing Supports Your Financial Investments

What is Apex Clearing and how does it relate to investments?

Is Apex Clearing an investment or entity that invests, at least partially, in U.S. government, state, or municipal securities which would be exempt from federal and/or state tax?

Answer:

Apex Clearing is a financial services company that specializes in providing clearing and execution solutions to broker-dealers and financial professionals. While it is not an investment entity that directly invests in tax-exempt securities, Apex Clearing plays a crucial role in facilitating the trading and management of these securities for its clients.

Apex Clearing operates as a custodian and clearing agent for various investment accounts that may include U.S. government, state, or municipal securities exempt from federal and/or state tax. This allows clients like broker-dealers and robo-advisors to offer these tax-exempt securities to their customers.

Investing in tax-exempt securities can provide investors with income and diversification benefits, as these assets are generally considered less risky compared to other types of investments. Apex Clearing's services enable clients to access and manage these securities efficiently within their portfolios.

Ultimately, Apex Clearing supports the infrastructure for investing in tax-exempt securities, but the decision to include these assets in a portfolio lies with individual investors and their financial advisors. By leveraging Apex Clearing's services, investors can access a wider range of investment opportunities while enjoying the benefits of tax-exempt securities.