Skip to content
  • There are no suggestions because the search field is empty.

Connect an external brokerage account to your Frec account

Before you start

  • You can connect two ways: automatically with Plaid, or manually by entering your account number
  • The name and account type on your outside account must exactly match your Frec account (e.g., individual → individual). This is the #1 reason transfers get rejected, so it's worth double-checking first.
  • Frec never sees or stores your outside brokerage's password, it's used once, by Plaid, just to verify your account and pull your holdings

Option 1: Connect with Plaid (usually the faster path)

  1. Go to Transfers > Transfer assets into Frec, click Select an account, then click + Add account.
  2. On the Select your brokerage screen, choose outside brokerage, and then select Link with Plaid.
  3. Click Continue to agree to Plaid's End User Privacy Policy.
  4. Log in with that brokerage's username and password. This step is handled by Plaid, not Frec. We never see or keep your login information; it's only used to confirm your account number, the name on the account, and what you're holding, so we can request the transfer.
  5. Confirm the account you want to connect, then verify the account number (find it on a recent statement or in your brokerage's platform).

Once connected, you can choose a full transfer of assets, or select which securities and how many shares to transfer. Frec will submit the transfer request on your behalf.

Option 2: Connect manually

Use this if your brokerage isn't listed in Plaid, or you'd rather not link your login credentials.

  1. Go to Transfers > Transfer assets into Frec, click Select an account, then click + Add account.
  2. Select your brokerage from the dropdown, then choose Link with account number and then click Continue.
  3. Enter your account number carefully. A typo here is one of the most common causes of a delayed or cancelled transfer.
  4. Confirm the account type matches (for example, an individual account transferring to an individual account at Frec) and that the name matches your Frec account exactly.
  5. Select a Full transfer or Partial transfer. If partial transfer, enter the securities and share quantities you'd like to transfer for a partial transfer of assets.

If your brokerage isn't listed

If you don't see your brokerage firm listed, email help@frec.com and we'll help you add it, or assist with the transfer directly.

Getting help with delays or issues

Frec uses ACATS (Automated Customer Account Transfer Service), the same industry-standard system every major brokerage uses, so this isn't a Frec-specific process. If your information doesn't match exactly, or your other firm needs to confirm something on their end, it can add a few extra days. If that happens, or if anything about your transfer looks off, contact help@frec.com; our team can track down the status with our clearing firm directly.