Set Up "Report Center"

Report Center

Click the "Report Center" on https://www.optionsroute.com [1] on the left navigation of OptionsRoute.com after you login,  or visit https://apexclearing.com [2]

1- Navigate to the YELLOW login Box(Upper right hand side), and click on LOGIN.

On the bottom of the login box you will find:

Forgot your Password
Create a User ID

----> Create your USER ID

2 - Click on CREATE A USER ID below the yellow LOGIN Button. If you cannot see this in your browser, enlarge the browser or go to APEXClearing.com



3 - When prompted for Are you a BROKER OR CLIENT, Choose CLIENT

4 - When prompted for firm number(Left Side) Select Firm #10  - APEX Clearing. Follow the onscreen instructions to register your account # in this format 2XXXXXX.  

5 - When prompted, Enter your SS# without dashes.

NOTE: For International Accounts, you will be requested to enter your address instead.

When prompted to CREATE A PASSWORD, you MUST create a password that contains 1 Capital letter, 1 number, and 1 symbol (valid symbols are : #,$,%,*) 

An example password: Password3$ to be in compliance with the password set up rules.

6 - Click on the circle located on the upper left navigation indicating "Apex Online Menu” or if the online menu does not appear click on the HOUSE on the APEX Menu

FINAL STEP

7 - Go to TOOLS, UPDATE PROFILE, and SELECT EMAIL DELIVERY FOR STATEMENTS AND CONFIRMS.

 

ALL DONE!

Save your updates and become familiar with the APEX Clearing REPORT CENTER.