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Can PortfolioPilot handle direct indexing accounts?

Yes! While adding your account (manually imported or connected), choose “Direct index” in the Account management field. The product will prompt you for the associated management fees, and a proxy for the account (e.g. a S&P 500 direct indexing account can be proxied with an index fund like VOO or SPY).

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1: As of November 14, 2025