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How participation works on APEX IPO ACCESS for the SpaceX IPO1

Participating in an IPO through APEX happens through the New Issue Center, where eligible accredited investors can review offering materials and may submit a “conditional offer to buy” (COB) while an offering is open.

The following information describes how IPO participation works on APEX IPO ACCESS.

1) Find available IPOs in the New Issue Center

  1. Log in to your APEX account at apexipoaccess.com.
  2. Open the “Offerings” menu and select “IPOs & New Issues.”
  3. On the “Current Offerings” tab, review what’s available. Select the company name to view details and the preliminary prospectus.

2) Start your request and complete the Investor Profile

  1. Select “Participate” next to the offering and choose the account you want to use.
  2. Complete the Investor Profile questionnaire. You’ll be notified immediately if you’re eligible.
  3. Review the preliminary prospectus and any supplemental offering materials.

3) Submit your Conditional Offer to Buy (COB)

  1. Enter the number of shares you wish to request, up to the maximum allowed for your tier.
  2. Confirm funding is available in your APEX account — capital is held in escrow until allocation.
  3. Submit your COB. You may modify or withdraw it any time before the offering prices.

4) Allocation, pricing, and the first day of trading

  1. If the offering prices and you receive an allocation, shares are deposited into your account on the listing date.
  2. You may hold, sell at market, or follow your pre-set exit strategy once trading opens.
  3. Allocations are not guaranteed and may be partial, based on demand and your tier.

1 APEX IPO ACCESS is available to verified accredited investors only. Allocations are subject to availability, regulatory approval, and offering terms. Past performance is not indicative of future results.