FACT SHEET

Apex ACATS:
Transfers That Build Trust

See how real-time processing, event-driven updates, and optional Plaid integration can help you transfer assets faster and build client confidence.

See how real-time processing can help build client confidence

Apex ACATS delivers the modern infrastructure you need to process transfers more quickly — without building it yourself. Get real-time status updates, self-service resolution tools, and a unified audit trail for full visibility. For firms that want to go further, our Plaid integration automates account linking and validates details before submission, reducing the manual entry errors behind up to 50% of transfer rejections.*

* Sullivan, Tom. "ACATS transfers: How APIs & open finance modernize investing." Plaid, Jan. 15, 2025, https://plaid.com/resources/fintech/acats-transfer/. Accessed Apr. 16, 2026.

Apex ACATS: Transfers That Build Trust

See how real-time processing can help build client confidence

Download the Fact Sheet

Apex ACATS:
Transfers That Build Trust