详细内容
Apr 11, 2025What is tax alpha?S&P 500 index$304,812.24 tax alpha+1.80%Transfer$299,325.62ReinvestedNet deposits$50,000.001M3M6M1YYTDALLCompare toETFPerformance↑ 21.83%All timeShort term totalS$1,203.54Long term totalL$251.76Estimated tax savings$873.18Tax losses harvested$33,642All timeYour direct index ManageIndexS&P 500®CustomizationsTSLAPositionsPositionWeight ↓ValueMSFTMicrosoft Corporation6.19%$9,430.40AAPLApple Inc5.43%$8,388.48AMZNAmazon Inc.4.88%$7,388.48NVDANVIDIA Corp4.53%$7,018.29Cash0.20%$269.44View all 498 positions -> Search for investmentsSarah N.
Tax losses harvestedAll time$33,642
PerformanceAll time21.83 %
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Long short direct indexing
The future of investing isdirect indexing.
Just as easy as investing in an ETF, Frec Direct Indexing
can help you earn more by unlocking tax savings.
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$500M+ in assets
SEC registered
Fiduciary 1
Level up your investing without leveling up fees
Access low-cost direct indexing
Get tax-efficient market returns, no human advisor needed.
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Start collecting tax losses today to protect against future tax bills.
Make it your own
Invest in multiple indices and make your portfolio personalized to you.
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Direct indexing
What if you could passively invest in the market while potentially saving thousands on your taxes?
You can do this with Frec Direct Indexing, and it takes zero additional effort. Get started with fees as low as0.09%.
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Chosen by employees at
“Frec was a no-brainer because it allowed me to turn my concentrated stocks into a diversified, index-tracking portfolio without having to pay a ton in taxes.”
Anonymous
Manager @ Financial Services company
“I really appreciate that using Frec is as easy as putting my money in an ETF, but it also has this other benefit, which none of the other services that I use have: reducing my taxes.”
Esther C.
Angel Investor
“I love the focus on the customer and the ongoing outreach. It's inspiring to see a financial company that actually listens.”
Dave A.
Marketing Manager
“If you're looking to do direct indexing for a fraction of the price advisors charge, I highly recommend Frec. They are also super responsive to feedback.”
Christina G.
Product Manager
“Looking forward, direct indexing may well one day replace ETFs. People are going to recognize that having a passive indexing account at places like Frec is better than owning an ETF.”
Richard V.H.
Professor @ Poznan University
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Testimonials may not be representative of the experience of other customers, there is no guarantee of future performance or success, and all are current Frec customers and were not paid for these statements.
How much more could you get with direct indexing?
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In a year, your portfolio could grow an additional
1.27% 2
Join the forefront of index investing
Just like ETFs were an evolution of mutual funds, direct indexing is an evolution of ETFs.
Modern-day technology has enabled direct indexing to be a smarter and more tax-efficient way to passively invest in the market.
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Your money is secure
Safety & privacy are our cornerstones.
Your funds are always yours
Your funds are held in your name at third-party Apex Clearing, one of the largest U.S. custodians with over $200B in assets for leading financial technology companies. Apex also has a strategic partnership with State Street, one of the world's largest custodians. In the unlikely event that something happens to Frec, your assets will be fully accessible.
We're regulated and a fiduciary
Our technology is robust
Your assets are insured
What else can you do with Frec Direct Indexing?
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Manage a portfolio of direct indices
Set up a portfolio allocation with multiple indices to keep your accounts balanced according to your investment plan.
Utilize your existing stocks
Easily transfer stocks from your brokerage and use them to fund a direct index, or enable auto conversion, which will sell them tax-efficiently and invest the proceeds into a direct index.
Track your tax savings over time
See how much more your portfolio could be worth if you reinvested the tax savings you got from Frec.
See how Frec works
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Your questions, answered
Is direct indexing a new strategy?
How is direct indexing different from an index ETF?
How does direct indexing help you save on taxes?
Who is direct indexing right for?
Do I need an advisor to access Frec's direct indexing?
What is the minimum to direct index with Frec?
What accounts does Frec support?
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