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Activate the Apex Chat Integration
Updated over 6 months ago

How to activate Apex Chat.

  • NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.

  • Navigate to the

    Icon in the top right corner of your account and select Account Settings.

  • Scroll down to the Integrations section.

  • Click the Activate button under Apex Chat.

  • Click View Key and a popup will appear with the token number.

  • Copy the API Key and send the token number to your Apex Chat representative.

  • NOTE: This can only be done by a firm administrator or someone with the “administration settings page access” advanced permission.

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