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Frec

Direct Indexing Bonus

$250

bonus value

$250 cash bonus when you open a new Frec Direct Indexing portfolio and fund with $20,000+. Maintain balance for 90 days.

No expiration date listed

Requirements

1

Open Frec Direct Indexing portfolio

New Frec brokerage customers only

2

Fund with $20,000+

Minimum funding for Direct Indexing portfolio

3

Maintain balance for 90 days

Market fluctuations excluded

Details

Minimum Deposit$20,000
Monthly FeeNone
Fee Waiver0.09% annual advisory fee
Keep Open3 months min
Cooldown Period12 months
Direct DepositNot required

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Terms & Conditions

New Frec brokerage customers only. Must open Direct Indexing portfolio and fund with $20,000+. Maintain minimum balance for 90 days (market fluctuations excluded). Bonus deposited approximately 90 days after funding. U.S. residents 18+ only. 0.09% annual fee. Member FINRA/SIPC. Bonus reported on Form 1099.

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Bonus Calculator

1 mo3 months24 mo
0
Bonus+$250
Net Value$250
Effective APY5.0%

Based on $20,000 deposit for 3 months

Eligible AgainAfter 12 months