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Apex Service Experience

Faster Resolutions
Fewer Calls

Hang up on the hold music and legacy custodian delays.
Say hello to a whole new level of service.

A Service Model
That Gets You

Imagine onboarding clients with a single email, resolving issues in
real time, and knowing you’ve got a team that’s dedicated to
understanding your business inside and out. Now stop imagining
and start living it.

Key Features

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Real-Time Capabilities

Account opening. Account funding. ACATS initiation (Automated Customer Account Transfer Service). Our straight-through digital processing means a wide variety of tasks that used to involve waiting or manual steps are now often accomplished in seconds.

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Built-in Self-Service Tools

Apex Astra™, our advisory UI, is built to make it intuitive and efficient to handle many tasks yourself, like updating client information or creating new user permissions. You can also search the Apex Service Center for quick how-tos when you need them.

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Digital Service Center

Submit a service ticket in less than a minute* and expect a response within 0.5 business hours.** Monitor progress with a single ticket number.

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Personalized Service Team

Handle urgent escalations or personalized requests directly. Your relationship management team is on it.

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Proactive Education on Service Topics

We reach out with tailored suggestions and updates, helping you preempt potential snags.

* In demonstrations, service center tickets can be completed and submitted in under a minute. Apex proprietary data as of 8/1/24.
** Apex proprietary data 1/1/24-6/30/24.

  • 60 seconds

    to submit a service request online

  • 30 minutes

    to get a response during U.S. business hours

  • 1 point of contact

    to call or message when you need the personal attention of your dedicated team

What will you do with all your extra time?

Start Here