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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