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Plaid and Apex have partnered to streamline the account transfer process for investment platforms, combining Plaid’s secure connectivity and data validation with Apex’s ACATS infrastructure and risk engine. The integrated solution helps reduce transfer errors and delays while improving efficiency for brokerage firms and their customers.
"For too long, account transfers have been a source of frustration for investors and a missed opportunity for firms to grow," said Connor Coughlin, Chief Customer Officer of Apex Fintech Solutions. "Plaid brings world class account connectivity, and we bring proven ACATS infrastructure—together we're delivering something neither of us could build alone. Now firms can offer a transfer experience as modern as the rest of their platform—and focus on building relationships with investors instead of chasing down paperwork."
