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  1. Frec
  2. Direct Indexing

Direct Indexing

Tracking error

  • Learn more about your direct index tracking error

Auto convert stock into your direct index

  • Auto convert your self-managed stocks or ETFs into your direct index

Moving stock in and out of your direct index

  • Moving stock into and out of your existing direct index

Trade restrictions

  • How to add or remove a stock trade restriction for your direct index portfolio(s)

Customizing your direct index

  • Customizing your direct index

Index tracking preference

  • How does the direct index tracking preference work?

Estimated tax impact

  • Estimated tax impact

Most frequently asked questions

  • How do I transfer stocks into Frec’s Direct Indexing Portfolio?
  • What is the best way to avoid creating capital gains while selling?
  • When you sell shares to rebalance, how do you ensure you don’t create capital gains taxes in the process?
  • What type of tax forms will I get? Can I connect my turbotax account?
  • How is my money secured?
  • Is Frec Direct Indexing riskier than investing in SPY?
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