Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting

Frec

Direct-to-consumer direct indexing platform offering low-cost, tax-aware investing with automated tax-loss harvesting.

Work at Frec? Claim your profile with an Enhanced Listing — keep it accurate and reach buyers.

Overview

Frec is a direct-to-consumer investing platform that brings direct indexing and automated tax-loss harvesting to self-directed investors. It replicates major indices by holding the underlying stocks, selling losers and buying similar securities to capture tax losses while maintaining index tracking.

Frec handles trading and rebalancing automatically across a range of indices, offering tax-aware investing at low fees to individual investors who previously needed an advisor.

Key Features

+ Automated tax-loss harvesting
+ Direct indexing of major indices
+ Low-cost index tracking
+ Automatic trading and rebalancing
+ Long/short direct indexing options
+ Tax-aware investing for individuals

Integrations

Open API

See something inaccurate or out of date? Let our editorial team know.