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?