Can I opt out of Advanced Indexing?

Advanced Indexing is included as part of PassivePlus®, our investment strategy, applied to your account at no additional charge. We recommend it for most clients.

If you don’t want Advanced Indexing enabled, you can disable it on the Account Page for the relevant account. If you disable Advanced Indexing, we’ll also disable Direct Indexing.

 If you previously had Direct Indexing and Advanced Indexing enabled and then disable it, we’ll sell your individual stocks and reinvest in index funds This may incur taxable gains and decrease your expected return for the account. We recommend you consult a tax advisor before disabling Direct Indexing and Advanced Indexing.

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