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How do I customize my Direct Index portfolio?
Customizing allows you to add, remove, or change the weighting of any stock or sector in the index.
You may customize your Direct Index portfolio at any time:
If you have any questions concerning customization of a Direct Index portfolio, please contact Customer Service at email@example.com, or 1-855-586-6843 call 9am-6pm ET, Monday through Friday.
Please note that customizing your direct index portfolio carries a licensing fee of 0.15%, expressed as an annual fee rate. This fee is based on the amount of invested assets and will be deducted from your account balance on a monthly basis. For further information, please see the Fees and Commissions page.