Getting started
- Opening a Frec account
- Account types
- Setting up joint accounts
- Mobile app
- Asset security and insurance
Account management & security
- Managing your profile
- Create a read-only Apex account
- How to change your password
- Closing & re-opening your account
- Two-factor authentication (2FA)
Transfers & deposits
- Withdraw funds (ACH & Wire)
- Depositing funds (ACH & Wire)
- Add & remove an external bank connection to your Frec account
- ACATS transfers
- Connect an external brokerage account to your Frec account
Classic direct indexing
- Customizing your direct index
- Auto convert self-managed stocks or ETFs into a classic direct index
- Tracking preference for Classic Direct indexing
- Tracking error
- Move stock in and out of your existing direct index
Trading & investing
- Securities available to trade on Frec
- Post-tax financing cost
- How to place and cancel an order
- Order types
- Partial executions