Your investment accounts and IRAs are held at Apex Clearing, our partner brokerage. If you need to connect your account to another brokerage, advisor, or app like Mint, you can follow these steps:
- Visit https://public-apps.apexclearing.com/session/#/login/
- Click "Create a User ID" under the "Log in" button
- Click "Next >> "
- Choose "10-Apex Clearing Corporation" as the firm
- Enter your Investment Account Number
- Enter your Social Security Number (SSN) to verify your identity. It must match the number you gave when you signed up for Haven.
- Create a new username and password. Each investment account/IRA needs to have a new username and password.
Then, if you search for "Apex Clearing", you can use this new username and password to connect your Haven Investment or IRA account.