Sidepocket Legal Disclosures

Apex Annual Disclosure Statement


Apex Customer Agreement


Apex FDIC Sweep Program Terms and Conditions


Apex Roth IRA Custodial Agreement


Apex Safety of Customer Assets


Apex Security Lending Agreement


Apex Statement of Financial condition


Apex Traditional IRA Custodial Agreement

Terms of Use


Privacy Policy


Client Agreement


Sidepocket general disclosures


Sidepocket E-sign agreement


Sidepocket form ADV part 2


Sidepocket auto-debit authorization


Sidepocket Fee Schedule