Frec – Direct Indexing Investment Strategy: $250 Cash Bonus & $250 Referral Credits

Frec offers a direct indexing investment strategy that allows you to invest directly in the individual stocks within a given index, such as the Dow Jones, S&P 500 and Nasdaq, so that you can avoid mutual fund or ETF management fees and increase your control over your portfolio in order to customize for personal preferences or maximize tax loss harvesting.

Through the Frec “Get $250, Give $250” Customer Referral Program, new members can earn a $250 cash bonus when you create a Frec Direct Index portfolio and fund it with a minimum of $20,000 for at least 90 days, and current members can earn an extra $250 reward credit for referring your friends to join Frec.

If you want greater control over your portfolio, create a Frec Direct Index account, plus participate in the Frec Referral Program to earn an extra $250 bonus when you join and $250 rewards for sharing Frec with your friends.

Please feel free to exchange contact information in the below comments section in order to share Frec referral bonuses with other readers.

About Frec Direct Indexing Portfolio

To get started, you can create a Frec Direct Indexing Portfolio for as little as a 0.10% annual fee or just $20 per year for a $20,000 portfolio.

You can either fund your account to get started with a minimum of $20,000 for a Frec Direct Index account, or you can transfer your existing stocks or ETFs to Frec from your current brokerage account, and then add them to your Frec Direct Index.

If you aren’t ready for a Frec Direct Index account, you can start by trading individual stocks and ETFs with zero commission fees in Frec’s self-directed account, and then move them to your direct indexing portfolio whenever you like.

With Frec Direct Index investing, your funds are held in your name at Apex Clearing, where you’ll always have access to your assets, and Frec is a member of SIPC with insurance protection for up to $500,000, plus they are SEC regulated and a fiduciary.

For your Frec Direct Index portfolio, you can choose to invest in 14 direct indices spanning market caps, sectors and regions, and you can customize them by adding or excluding stocks or sectors, making your portfolio full personalized for your investment objectives.

When you choose a direct indexing investment strategy, you’ll also have access to daily tax loss harvesting of individual stocks, and you can even transfer stocks into direct indexing with tax efficiency.

Instead of selling your stocks for a big purchase, you can also opt to tap into a portfolio line of credit against your direct index portfolio at industry low fees.

Frec also offers a Treasury account option that is highly liquid and extremely secure, where you can earn a competitive interest rate on your cash deposits.

The initial investment minimum to start a Frec direct indexing portfolio for most indices is $20,000, but for indices that have a greater number of positions, the minimum is $50,000.

Frec Direct Index $250 New Account Bonus

1. In order to be eligible for the $250 bonus, you’ll need to create your new Frec account using a referral code from a current member – please feel free to exchange referrals in the below comments.

2. You must open a new Frec brokerage account, create a Frec Direct Index portfolio, and then fund it.

3. Your Frec Direct Indexing portfolio’s minumum balance must remain funded for at least 90 days.

4. The assets you deposit into your Frec Direct Indexing portfolio must remain equal to, or greater than the value of the direct index minimum amount required to fund it (either $20,000 or $50,000).

5. The value must remain the same except for any losses due to trading, market volatility, or margin debt balances for 90 days to receive the $250 bonus.

6. Once you meet the qualifications, you’ll receive a $250 cash bonus deposited into your Frec brokerage account approximately 90 days after you open your direct indexing portfolio and fund it.

7. The $250 bonus will be funded into cash on the Frec platform, where you can use it however you like or withdraw it as you please.

8. This offer is only available to new customers of Frec who have never previously had a Frec brokerage account, and you must be a U.S. resident who is 18 years or older.

Frec “Get $250, Give $250” Referral Program

Through the Frec referral promotion, both you and your friends can earn a $250 cash bonus each when you refer a new customer who funds a Frec Direct Index portfolio with a minimum of $20,000 for at least 90 days.

In order to participate, you must be a current Frec brokerage account customer, and you must share your referral code that is accessible within the Frec platform with an eligible new customer.

If you refer a new customer who opens a Frec brokerage account, creates a Frec Direct Index portfolio, funds it with the minimum required balance ($20,000 or $50,000), and maintains the minimum funding for 90 days, then you’ll both receive a $250 cash bonus.

Frec will deposit $250 in cash into both of your Frec brokerage accounts approximately 90 days after your referral opens a direct indexing portfolio and funds it, and the funds can be invested or withdrawn as you please.

By participating in the Frec Referral Program, you can earn up to 4 $250 bonus rewards or $1,000 in total within a rolling 12-month period.

Check out Frec to create a direct indexing investment strategy that gives you greater control over the stocks and ETFs that you own, plus earn extra $250 cash bonuses through the Frec “Get $250, Give $250” Customer Referral Program.

A special thank you goes out to Gadget for alerting us to this investment promotion, and you may feel free to email gadget@bankbonusgeek.com to request a referral in order to be eligible for the $250 Frec referral bonus.