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Video

14
  • Overview of the Service Center
  • Opening an Account
  • Accessing New Account Requests
  • Submitting a New Investment
  • Changing a Managed Investment
  • Raising Cash
  • Scheduling a Systematic Withdrawal
  • Injecting Cash
  • Automatically Invest
  • Scheduling Dollar Cost Averaging
  • Requesting and Managing Trade Holds
  • Creating a Cash Monitoring Alert
  • Terminating or Liquidating
  • Fee Calculator Demo

Platform User Guide

8
  • Platform Overview
  • Introduction to Your Dashboard
  • Managing Your Accounts
  • Navigating Your Portfolios
  • Viewing Your Holdings
  • Accessing Transactions
  • Managing Your Documents
  • Updating Your Settings

Investment Plans

3
  • Establishing a Risk Profile and Selecting a Model Portfolio
  • Selecting a Model Portfolio from Your Library
  • Creating a Custom Single or Multi-Account Portfolio

General Guides

6
  • Interactive Tour
  • Model Center Overview
  • Custom Reports User Guide
  • Portfolios and Service Center Overview
  • Customizing Views in Freedom Advisors
  • Resource Center User Guide

FAQs

5
  • Investment Plan Proposal FAQs
  • General/Other FAQs
  • Service Center/Trading FAQs
  • Model Center FAQs
  • Reporting Center FAQs
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Video

These short videos will show you everything you need to know about using the powerful Freedom Advisors platform.

  • Overview of the Service Center
  • Opening an Account
  • Accessing New Account Requests
  • Submitting a New Investment
  • Changing a Managed Investment
  • Raising Cash
  • Scheduling a Systematic Withdrawal
  • Injecting Cash
  • Automatically Invest
  • Scheduling Dollar Cost Averaging
  • Requesting and Managing Trade Holds
  • Creating a Cash Monitoring Alert
  • Terminating or Liquidating
  • Fee Calculator Demo
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