Activate the Apex Chat Integration

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.