Portfolio line of credit

Making the most of Fed rate cuts with a portfolio line of credit

4 min read

How Frec strives to keep your money safe

6 min read

Comparing Frec to other direct indexing providers

16 min read

$100 Million in Customer Assets

2 min read
Direct Indexing 101

The evolution from mutual funds → ETFs → Direct Indexing

10 min read
Case study

Why one of Wealthfront’s first customers switched to Frec for direct indexing

6 min read
Case study

Why Evan, an engineering leader, moved from ETFs to direct indexing

5 min read
Case study

Why Esther, an angel investor and startup founder, uses Frec for long-term investing

5 min read
Case study

Why Richard, former hedge fund manager, chose Frec for direct indexing

6 min read
Direct Indexing 101

The Direct Indexing Handbook

17 min read
Direct Indexing 101

Filing your taxes: Turning tax losses into real dollar savings

5 min read
Portfolio line of credit

Borrowing against your portfolio instead of selling stocks

4 min read
Direct Indexing 101

Three examples of direct indexing in action

3 min read
Direct Indexing 101

Why you should leave tax loss harvesting to the algorithms

3 min read
White paper

White paper: Frec Direct Indexing algorithm

14 min read
White paper

White Paper: Direct Indexing vs ETF: Which TLH Strategy Yields Better Results?

15 min read
White paper

White paper: Direct indexing transaction costs

20 min read