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title: Frec Help Center
description: Frec Help Center help articles
---

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### [Getting started](https://help.frec.com/en-us/getting-started?hsLang=en-us)

- [Opening a Frec account](https://help.frec.com/en-us/opening-a-frec-account?hsLang=en-us)
- [Account types](https://help.frec.com/en-us/account-types?hsLang=en-us)
- [Setting up joint accounts](https://help.frec.com/en-us/setting-up-joint-accounts-on-frec?hsLang=en-us)
- [Mobile app](https://help.frec.com/en-us/mobile-app?hsLang=en-us)
- [Asset security and insurance](https://help.frec.com/en-us/asset-security-and-insurance?hsLang=en-us)

[See more](https://help.frec.com/en-us/getting-started?hsLang=en-us)

### [Account management & security](https://help.frec.com/en-us/account-management-security?hsLang=en-us)

- [Managing your profile](https://help.frec.com/en-us/managing-your-profile?hsLang=en-us)
- [Create a read-only Apex account](https://help.frec.com/en-us/create-a-read-only-apex-account?hsLang=en-us)
- [How to change your password](https://help.frec.com/en-us/how-to-change-your-password?hsLang=en-us)
- [Closing & re-opening your account](https://help.frec.com/en-us/closing-re-opening-your-account?hsLang=en-us)
- [Two-factor authentication (2FA)](https://help.frec.com/en-us/two-factor-authentication-2fa?hsLang=en-us)

[See more](https://help.frec.com/en-us/account-management-security?hsLang=en-us)

### [Transfers & deposits](https://help.frec.com/en-us/transfers-deposits?hsLang=en-us)

- [Withdraw funds (ACH & Wire)](https://help.frec.com/en-us/withdraw-funds-ach-wire?hsLang=en-us)
- [Depositing funds (ACH & Wire)](https://help.frec.com/en-us/depositing-funds-ach-wire?hsLang=en-us)
- [Add & remove an external bank connection to your Frec account](https://help.frec.com/en-us/add-or-remove-an-external-bank-connection-to-your-frec-account?hsLang=en-us)
- [ACATS transfers](https://help.frec.com/en-us/acats-transfers?hsLang=en-us)
- [Connect an external brokerage account to your Frec account](https://help.frec.com/en-us/connect-an-external-brokerage-account-to-your-frec-account?hsLang=en-us)

[See more](https://help.frec.com/en-us/transfers-deposits?hsLang=en-us)

### [Classic direct indexing](https://help.frec.com/en-us/classic-direct-indexing?hsLang=en-us)

- [Customizing your direct index](https://help.frec.com/en-us/customizing-your-direct-index?hsLang=en-us)
- [Auto convert stocks or ETFs into a classic direct index](https://help.frec.com/en-us/auto-convert-stocks-or-etfs-into-a-classic-direct-index?hsLang=en-us)
- [Tracking preference for Classic Direct indexing](https://help.frec.com/en-us/tracking-preference-for-classic-direct-indexing?hsLang=en-us)
- [Tracking error](https://help.frec.com/en-us/tracking-error?hsLang=en-us)
- [Move stock in and out of your existing direct index](https://help.frec.com/en-us/move-stock-in-and-out-of-your-existing-direct-index?hsLang=en-us)

[See more](https://help.frec.com/en-us/classic-direct-indexing?hsLang=en-us)

### [Long short direct indexing](https://help.frec.com/en-us/long-short-direct-indexing?hsLang=en-us)

- [Portfolio margin](https://help.frec.com/en-us/portfolio-margin?hsLang=en-us)
- [Short exclusions](https://help.frec.com/en-us/short-exclusions?hsLang=en-us)

[See more](https://help.frec.com/en-us/long-short-direct-indexing?hsLang=en-us)

### [Diversify](https://help.frec.com/en-us/diversify?hsLang=en-us)

- [Concentration risk](https://help.frec.com/en-us/concentration-risk?hsLang=en-us)

[See more](https://help.frec.com/en-us/diversify?hsLang=en-us)

### [Borrowing & margin loans](https://help.frec.com/en-us/borrowing-margin-loans?hsLang=en-us)

- [Margin calls](https://help.frec.com/en-us/margin-calls?hsLang=en-us)
- [Regulation T (Reg T)](https://help.frec.com/en-us/regulation-t-reg-t?hsLang=en-us)
- [Margin call risk forecaster](https://help.frec.com/en-us/margin-call-risk-forecaster?hsLang=en-us)
- [Margin interest](https://help.frec.com/en-us/margin-interest?hsLang=en-us)
- [Borrowing power](https://help.frec.com/en-us/borrowing-power?hsLang=en-us)

[See more](https://help.frec.com/en-us/borrowing-margin-loans?hsLang=en-us)

### [Trading & investing](https://help.frec.com/en-us/trading-investing?hsLang=en-us)

- [Securities available to trade on Frec](https://help.frec.com/en-us/securities-available-to-trade-on-frec?hsLang=en-us)
- [Post-tax financing cost](https://help.frec.com/en-us/post-tax-financing-cost?hsLang=en-us)
- [How to place and cancel an order](https://help.frec.com/en-us/how-to-place-and-cancel-an-order?hsLang=en-us)
- [Order types](https://help.frec.com/en-us/order-types?hsLang=en-us)
- [Partial executions](https://help.frec.com/en-us/partial-executions?hsLang=en-us)

[See more](https://help.frec.com/en-us/trading-investing?hsLang=en-us)

### [Tax management & optimization](https://help.frec.com/en-us/tax-management-optimization?hsLang=en-us)

- [​​Cost basis](https://help.frec.com/en-us/cost-basis?hsLang=en-us)
- [Tax & risk considerations](https://help.frec.com/en-us/tax-risk-considerations?hsLang=en-us)
- [Tax loss harvesting](https://help.frec.com/en-us/tax-loss-harvesting?hsLang=en-us)
- [Tax lots](https://help.frec.com/en-us/tax-lots?hsLang=en-us)
- [Wash sales](https://help.frec.com/en-us/wash-sales?hsLang=en-us)

[See more](https://help.frec.com/en-us/tax-management-optimization?hsLang=en-us)

### [Tax forms & documents](https://help.frec.com/en-us/tax-forms-documents?hsLang=en-us)

- [How to read your 1099 tax form](https://help.frec.com/en-us/how-to-read-your-1099-tax-form?hsLang=en-us)
- [Tax form corrections](https://help.frec.com/en-us/tax-form-corrections?hsLang=en-us)
- [Finding your account tax document(s)](https://help.frec.com/en-us/finding-your-account-tax-documents?hsLang=en-us)
- [1099 tax forms and importing them into TurboTax](https://help.frec.com/en-us/1099-tax-forms-and-importing-them-into-turbotax?hsLang=en-us)

[See more](https://help.frec.com/en-us/tax-forms-documents?hsLang=en-us)

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