Happy to hear you like our fidfolios!

It sounds like it is a mutual fund that does automatic tax loss harvesting with a low expense ratio (0. 40%) and a $5,000.

Webwe are always looking to bring features and products to our clients that they need.

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Webjun 24, 2022 · fidelity just announced a new feature called fidelity solo fidfolios.

You can make a custom index with up to 50 individual stocks, or a custom asset allocation.

FidFolios: How Fidelity's Direct Indexing Option Works | The WealthAdvisor

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