Are you unable to download your trade history from Apex?
Webull's recent change to the omnibus clearing arrangement may mean that you are no longer able to download your trade history CSV file. If this is the case, please reach out to Webull to insist they provide a trade history report with adequate details for independent P&L and Tax Reporting use. The only report that Webull is providing with this new omnibus arrangement is the Orders report, which does not contain adequate information to use for importing into TradeLog.
Webull uses APEX Clearing. See the import instructions for APEX Clearing.
If you do not have an Apex Clearing account:
To obtain access to Apex Clearing site, we've been informed of the following steps. NOTE that it is very important to enter the same information that you use for your Webull account:
1) Go to apexclearing.com, and select the icon that looks like a person in the top right corner of the page.
2) First time sign in requires you click "Create User ID".
3) Select "Create User ID", then select "Client requesting to setup a User Id, please continue." and press Next.
4) You must have your Webull account number to enter, as well as Social Security number. You will be asked for an email address and security question setup. Enter the same email address that you use for your Webull account.
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