Linking Apex Clearing

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While Apex Clearing is not a broker in itself, it´s a clearing firm used by many popular brokers.

You can link your Apex Clearing account to kinfo to enable automatic updates of trades and performance.

Kinfo works great with Apex Clearing! The integration enables end-users to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.

Linking guide

While most other brokers are linked using Plaid or Tradit (Kinfos aggregation partners), kinfo has a direct integration to Apex Clearing which require a few manual steps to enable.

This guide will provide you with information about how to link your Apex Clearing account.

About Security

In order to use kinfo with Apex Clearing you have to grant access to a kinfo specific user in the Apex Clearing Client Portal.

With this method the you will never share any credentials with kinfo and the integration is only granted access to read transaction data in order to calculate trades and performance metrics.

Since the kinfo user is granted access, the following also applies:

  • Kinfo NEVER see, store or have access to your real Apex Clearing credentials
  • Kinfo can NEVER be used to execute trades
  • Kinfo can NEVER touch your money/assets or make any changes to your account

1. Enable kinfo integration in the Apex Clearing Portal

Login to your Apex Clearing client portal, https://public-apps.apexclearing.com/session/#/login

If you don´t have a login to Apex Clearing but your broker uses Apex Clearing, click Create User Id and follow the instructions.

When logged in, open the menu and select Grant Account Access

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On the next screen, click grant access

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And finally, enter kinfo_apex in the User Id field and click Grant Access
Note down your account Id, this will be used later in the process when linking the account in kinfo

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A popup will ask you to confirm, click Ok.

Done!

2. Linking Apex Clearing in kinfo

After you have finalized the process of granting access in the Apex Clearing client portal, you can proceed to link your account in kinfo.

Select Apex Clearing from the listed brokers.

Enter your Account Id which you noted down from the Apex Clearing client portal.

If your account Id starts with a 2 digits and a dash, like 10-XXXXX, enter the account Id without 10-.

Finally click link Apex Clearing 

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3. Track your trading performance

If you completed the steps above your Apex Clearing account should be linked to kinfo and the platform will start tracking your trading performance.

When linking the platform will import x year of history and try to calculate retroactive performance based on transactions.

Going forward, trading performance will be updated daily.

Linked Apex Clearing accounts does not support open positions.

Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com

Good luck with your trading!