Max Rothstein'
Aug 9, 2017 · 1 min read

Hey Wesley,

Nice article on direct indexing and the benefits / drawbacks for wealthfront customers. You should take a look at M1 Finance ( www.m1finance.com disclosure: I work here.) We provide the functionality for direct indexing and represent the only competitor (to my knowledge) to whom Wealthfront customers can transfer their shares in kind.

Best,

Max

    Max Rothstein'

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