Skip to main content
Corex Financial Inc. Help Center home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Corex Financial Inc.
  2. About

About

What is Corex?

  • What types of accounts can I open with Corex?
  • SOC2 Type 2 Certification
  • How is Corex different from other experiences?

Getting Started

  • Does Corex Financial Inc. have a mobile app?
  • How does passwordless login work?
  • How do I change my portfolio theme?
  • What does ADJUSTMENT mean in my transaction history?
  • How do I access my account statements?
  • What should I expect when I make my first investment?
See all 9 articles

Setting Up My Profile

  • How old do I have to be to open a Corex account?
  • Information for those working at CIRO member firms
  • What information do I need to sign up?
  • How does ID verification work?
  • Information for PEPs and HIOs
  • Information for Officers or Owners of Public Companies
See all 8 articles

Beneficiaries

  • How can I delete a beneficiary on my account?
  • How can I update my beneficiary's information?
  • Where can I see my beneficiaries?
  • How do I add a beneficiary to my account?
  • What are beneficiaries and why should I consider adding them?
Corex Financial Inc.
Français (Canada)