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Apex Webull Omnibus Webull Financial is a member of SIPC, which protects securities customers of its members up to $500,000 ($250,000 of cash). Our clearing firm, Apex Clearing, has purchased an additional insurance policy.

Apex Clearing Corporation, as it turns out, is already leading the charge. It is the company providing this idea to the government body. Apex clears trades for several sizable brokerages, including SoFi (NASDAQ: SOFI) and Webull. It’s one of the larger players in the retail trading market.

Apex Clearing Corp will begin holding customer collateral in a collateral account at J.P. Morgan Chase & Co. Wilmington Trust will be the trustee for the account and charged with verifying collateral amounts posted to meet Apex obligations.

Circumstances Necessitating the Transfer: Webull is transitioning its clearing relationship with Apex from clearing on a fully introduced basis to clearing on an omnibus basis. This means that your cash balance will be held by Webull that is protected under client-protection regulations and safeguarded under the SEC’s customer protection rule.

In the Public App: Select the icon with 3 lines on it in the top left corner. Scroll down and select Account Settings. Scroll down to the Documents section. Tap Tax Documents to access your 1099 forms. Tap Crypto Statements to access your Annual Crypto Statement. Via Public for Web on your desktop browser. Select your Profile Icon in the top ...

There are several brokers that use Apex Clearing house to facilitate trades. Here are some popular brokers using Apex Clearing house. Ally Invest Firstrade M1 Finance SoFi Invest Sogo Trade Stash Invest Stockpile Tastytrade Twine Webull Public Open Webull Account 12 FREE stocks valued $34-$30,600 give-away at Webull. Open WeBull Account

Apex Clearing date acquired missing. i imported trade from webull and i have 500+ trades and final review keeps asking for date acquired even though i do see the date when i go to income > 1099 section. Turbotax needs to resolve and stop the app from crashing so frustrating, 0 Reply astatos01 New Member February 27, 2021 9:35 AM Same issue here.

The Webull app will calculate profit/loss based on the average purchase price, regardless of the effective tax lot reporting method. If the tax lot reporting method is modified, the reporting method cannot be retroactively applied and will only apply to future transactions. Noncovered Tax Lots