Adding your Clearing Partner

How to integrate Ask Clio to your clearing partner

Ask Clio can currently support clearing integrations with the following clearing partners:

• Apex Clearing Corporation

• Alpaca

• Drivewealth

More integrations are being added, feel free to reach out to [e-mail] for integration requests!

Adding Your Clearing Partner

Every clearing firm has a different process for enabling the Ask Clio plugin. Below is an outline of the process for each firm.

Apex Clearing

Start of Day File Integration

To leverage a start of day file configuration, you will need to request that Apex Clearing start delivering SFTP drop copies of your clearing files to a designated Ask Clio address.

To get this process started, please reach out to [e-mail].

API Integration

To leverage an API connection, you will need to have Apex Clearing provision API access to Ask Clio. Reach out to [e-mail] to begin this process.

Alpaca

Start of Day File Integration

To leverage a start of day file configuration, you will need to request that Alpaca start delivering SFTP drop copies of your clearing files to a designated Ask Clio address.

To get this process started, please reach out to [e-mail].

API Integration

To leverage an API connection, you will need to have Alpaca provision API access to Ask Clio. Reach out to [e-mail] to begin this process.

Drivewealth

Start of Day File Integration

To leverage a start of day file configuration, you will need to request that Drivewealth start delivering SFTP drop copies of your clearing files to a designated Ask Clio address.

To get this process started, please reach out to [e-mail].

API Integration

To leverage an API connection, you will need to have Drivewealth provision API access to Ask Clio. Reach out to [e-mail] to begin this process.