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  1. Frec
  2. Direct Indexing
  3. Most frequently asked questions

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?
  • Who owns the stocks?
  • Do you have tax loss harvesting capabilities on fractional shares?
  • What are wash sales? How does Frec handle them?
  • How is Frec Direct Indexing different from robo-advisors like Wealthfront?
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