Apex Clearing Partners with CommunityAmerica Financial Solutions to Deliver a Smooth Experience to Credit Unions

Apex shares our mission to digitize investments so everyone has the tools to build wealth and security.

CommunityAmerica Financial Solutions, LLC (“CAFS”), one of the few broker-dealer RIA-owned credit union firms that works directly with other credit unions and their advisors to provide members with the best in financial advisory tools and services, announced its expansion today Announces Partnership with Apex Clearing Corporation (“Apex”), the business-to-business custody and clearing platform that drives innovation in fintech, investing and wealth management. Apex’s innovative technology and industry knowledge will enable CAFS to provide credit unions with a more robust and comprehensive investment experience for their advisors and members.

From the aggregated online account view to first class money management and cutting edge financial planning technology, CAFS digitizes the advisor experience. Leveraging Apex’s robust technology that has been providing seamless customer experiences for a decade, the partnership provides a win-win situation for the consultant-member relationship.

The digitization of the advisor and member experience is becoming a major issue for investors and members want an effortless and streamlined way to open accounts and manage their own investments. This partnership creates opportunities such as opening a digital account with direct access for the member via single sign-on via the online banking system of your credit union, self-controlled trading and partial share functions. Working with Apex enables the nuts and bolts to be more efficient so that the financial advisor and member can have more meaningful interactions.

As a FINRA-registered broker-dealer, SEC-registered investment advisor and insurance agency owned by CommunityAmerica Credit Union, CAFS looks forward to facilitating conversations with credit unions to help them provide their advisors and members with a more personal, easier and more seamless experience .

“Apex shares our mission to digitize investing so everyone has the tools to build wealth and security,” said Mike Haggerty, president of CommunityAmerica Financial Solutions. “With our knowledge and understanding of how credit unions approach investing with their members, coupled with Apex’s leading digital clearing and custody platform, we can work together to provide the seamless experience that credit unions partners are looking for so that we can collectively more of the underserved can operate. “

“Through financial advisors, CAFS has built a strong platform that fits harmoniously into the credit union model. This partnership enables us to add value to credit unions by providing them with a fully digital and instant experience that is demanded by today’s investors, ”said Bill Capuzzi, CEO of Apex. “We look forward to working with CAFS to democratize the investment experience for credit union members so that advisors can be sure they have the best technology and resources to help them scale and grow more clients benefit in a way that was previously not possible. “

To inquire about partnering with CAFS, please visit http://www.creditunionbd.com or contact Justin Steitz, Chief Operating Officer at 913.905.8192.

CommunityAmerica Financial Solutions

CommunityAmerica Financial Solutions (“CAFS”) is an SEC-registered investment advisor, FINRA-registered broker-dealer, and government-registered insurance agency providing a wide range of investment and financial planning services to credit unions across the country. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting the unique needs of your members wherever they are on their financial journey. Our fully digital experience and industry-leading technology platform allow members to access their accounts anytime, anywhere, ensuring that advisor and member have more time to focus on what matters most – the path to financial security. In addition, we are the only credit union owned broker-dealer that offers special family needs planning and continues to support credit unions in their mission to meet all of their members’ needs. To learn more about CAFS, visit http://www.CreditUnionBD.com.

Apex Clearing Corporation

Apex Clearing is the fintech for fintechs that drives innovation and the future of digital asset management. Our proprietary enterprise-class technology offers speed, efficiency and flexibility for companies from innovative startups to blue-chip brands focused on transformation to attract a new generation of investors. We help our customers deliver the seamless digital experiences that today’s consumers expect with the throughput and scalability required by fast-growing, high-volume financial services companies. Apex Clearing was founded in 2012 and is registered with the SEC, a member of FINRA and a participant in the SIPC.

Please visit the Apex Clearing website for more information.

Media contacts:

Amanda Turk for CommunityAmerica

atü[email protected]


Carissa Felger / Genna Pirrong for Apex Clearing

[email protected]


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