Shipping & Returns

Account Management

Account Access
Your investment account with Apex Investments can be accessed 24/7 through our secure portal at apexvestments.com. We recommend using our mobile app or desktop platform for real-time account monitoring.

Document Delivery
All account documents, including:

  • Monthly statements and confirmations
  • Tax documents (1099s, etc.)
  • Performance reports
  • Regulatory disclosures
    are delivered electronically through your secure portal.

Fund Transfers

Transfer Methods
We support multiple transfer methods:

  • Electronic funds transfer (ACH)
  • Wire transfers
  • Check deposits
  • Account transfer (ACAT)

Transfer Timing

  • ACH transfers: 2-3 business days
  • Wire transfers: Same day (if initiated by cutoff)
  • ACAT transfers: 5-7 business days

Investment Transactions

Trade Execution
All investment transactions are:

  • Executed through regulated brokers
  • Subject to market hours and conditions
  • Processed according to your instructions
  • Confirmed electronically

Settlement Periods

  • Stocks: T+2 business days
  • Mutual funds: Next business day
  • ETFs: T+2 business days
  • Bonds: Varies by instrument

Service Communications

Notification Methods
We communicate through:

  • Secure messaging within apexvestments.com
  • Email alerts for critical account activity
  • Mobile app notifications
  • Monthly statement delivery

Contact Protocol
For account-related inquiries:

  1. Use secure messaging for non-urgent matters
  2. Call for time-sensitive issues
  3. Schedule video consultations for complex discussions

Account Security

Access Security
We employ:

  • Multi-factor authentication
  • Biometric verification options
  • Secure socket layer (SSL) encryption
  • Regular security audits

Fraud Prevention
Monitor your account regularly and report any suspicious activity immediately through apexvestments.com.

Platform Maintenance

System Availability
Our platform at apexvestments.com is generally available 24/7, except for:

  • Scheduled maintenance windows
  • Emergency security updates
  • System enhancements

Performance Issues
Report any technical difficulties through:

  • The help section of apexvestments.com
  • Our mobile app feedback feature
  • Direct contact with your account representative

Document Retention

Record Keeping
We maintain:

  • 7 years of account statements
  • Permanent record of all transactions
  • Complete trade history
  • Tax documentation as required by law

Document Requests
Access your documents through:

  • The documents section of apexvestments.com
  • Our mobile app document center
  • Secure email delivery upon request

Service Updates

Platform Enhancements
We regularly update apexvestments.com with:

  • New investment research tools
  • Enhanced reporting capabilities
  • Improved user interface features
  • Additional security measures

Policy Changes
Significant changes to services or policies are communicated through:

  • Secure messages in your account
  • Email notifications
  • Updates on apexvestments.com
  • Direct communication from your advisor

Need Assistance?
For help with your account or our services, visit the support section on apexvestments.com or contact your assigned investment advisor.