Tracking error
Auto convert stock into your direct index
Moving stock in and out of your direct index
Trade restrictions
Customizing your direct index
Index tracking preference
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?