About J Dostal Investments
J Dostal Investments, Inc. provides private investment management for a fee through Moneyblock, a discount brokerage firm and member of FINRA (The Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation). MoneyBlock clears its trades through Apex Clearing Corporation.
About Apex Clearing Corporation:
Keeping things secure, dynamic, and accessible.
Apex Clearing Corporation, ("Apex'') a wholly owned subsidiary of Apex Fintech Solutions, is the custody and clearing engine that holds clients' accounts, processes transactions, delivers their statements, and assists in keeping assets safe.
You can think of Apex as a committed team working behind the scenes to help ensure a smooth investor experience with frictionless access to your investments.
Rest assured, they take their role very seriously. Apex works with some of the most popular trading apps and fintech companies, handling several million transactions each day. Apex Clearing Corporation is registered with the SEC and is a member of FINRA and SIPC.*
SIPC Coverage:
First Clearing is a member of the Securities Investor Protection Corporation (SIPC), a non-profit, congressionally chartered, membership corporation created in 1970. SIPC protects clients against the custodial risk of a member brokerage firm becoming insolvent by replacing missing securities and cash up to $500,000, including up to $250,000 in cash per client in accordance with SIPC rules. (Note that SIPC coverage is not the same as, nor is it a substitute for, FDIC deposit insurance. Securities purchased through First Clearing are not FDIC-insured; however, cash in some account types may be covered by FDIC insurance and not by SIPC coverage.) For more information about SIPC, please visit www.sipc.org.
Other Coverage:
Above and beyond SIPC coverage, First Clearing maintains additional insurance coverage provided through London Underwriters (led by Lloyd's of London Syndicate) (Lloyd's) and other insurance companies rated A or better by A.M. Best. For clients who have received the full SIPC payout limit, First Clearing's policy with Lloyd's provides additional coverage above the SIPC limits for any missing securities and cash in client brokerage accounts up to a clearing firm aggregate limit of $1 billion (including up to $1.9 million for cash per client). In other words, the aggregate amount of all client losses covered under this policy is subject to a limit of $1 billion, with each client covered up to $1.9 million for cash.
MoneyBlock provides a state-of-the-art trading platform and back-office support. Most of what they do is behind the scenes, but you can feel confident that your account is being handled efficiently with quality trade executions. They have one of the largest no-load/no-transaction-fee mutual fund networks in the business, private money managers, and low-cost trades for stocks, bonds, and exchange-traded funds.
Clients also receive complete year-end tax reporting. Transferring your account to MoneyBlock is easy, too.