Agreements

• Apex Privacy Policy
• Apex Disclosures
• Apex New Account Agreement
• Apex Individual IRA or SEP Account Agreement
• Apex Roth IRA Agreement
• Apex SEP Employer Plan Documentation
• Apex JTWROS Agreement
• Apex Fully Paid Securities Lending Program Agreement & Disclosures
• Apex Entity Account Agreement
• Apex Entity Account Due Diligence Questionnaire
• Apex Entity Cash Account Agreement Form
• Apex LLC Account Authorization
• Apex Certificate of Trust & Investment Powers
• Letter of Authorization
• Apex SIMPLE IRA Account Agreement
• Apex SIMPLE IRA Plan Adoption Agreement
• Apex Individual 401(k) Profit Sharing Plan Standardized Adoption Agreement
• Apex Qualified Retirement Plan and Trust Defined Contribution Basic Plan Document
• Apex Solo 401(k) Addendum