Frec

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Frec Direct Indexing: Tax-aware investing for smart money Log in Get started Tax-aware investing for smart money. Keep more of your money by investing in the market while aiming to minimize capital gains. Get started View demo Member SIPC $1B+ 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. Tax-efficient investing Automate tax-loss harvesting to unlock potential tax savings. Make it your own Invest in multiple indices and make your portfolio personalized to you. Get to know our products Classic direct indexing What if you could 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 as 0.09% . Explore View demo Long short direct indexing Get even more out of your direct index through long short direct indexing. Previously available exclusively through hedge funds with $1m minimums, long short direct indexing is now available to anyone on Frec. Explore View demo Diversify Want to turn your concentrated stocks into a diversified index, but worried about a big tax hit? Frec Diversify can help you transition them over time with minimal tax impact. Explore Previous slide Previous slide Next slide Next slide Portfolio line of credit Explore Trade Explore Treasury Explore How does direct indexing save you on taxes? See how it works Se

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