2 ms·

Frec is here to help! And going to offer a $250 bonus to clients moving over. Double will be sharing the link soon.

• xur17 1y ago
  A few questions that you might be able to help with (also happy to jump on a call to discuss, you can find my details in my profile): - Transferring - will partial shares be liquidated (since both are part of Apex)? - Can I see my portfolio through Apex Clearing independently (something that Double provided)? - If I want to transfer my assets in in kind, and invest them in the Total US index, how do I ensure that nothing is sold as part of the rebalance during that transfer?
  • amberlyfrec 1y ago
    Absolutely. 1. We also custody with Apex so you'll be able to transfer easily between Frec <> Double and continue to see your assets held independently. 2. We can definitely setup a call to review the individual positions and the evaluate risk of positions being sold to rebalance. You can book a demo here: https://calendly.com/frecdemo/frec-demo https://calendly.com/frecdemo/frec-demo or feel free to email me amberly@frec.com
    • xur17 1y ago
      Thank you. Do you know the answer to the partial shares question?
      • amberlyfrec 1y ago
        We are running a test to know for sure but don't think it will be an issue since we both use Apex. I will circle back here upon confirmation.
        • xur17 1y ago
          Thank you!
          • amberlyfrec 1y ago
            Circling back - Apex confirmed fractional shares will transfer over, not be sold off.