Help Center

Manage Client’s Account: Tax Lots

How do I edit my client’s tax lots?

What is a tax lot selection method?

What are tax weighted inventory relief methods?

How do I change my client’s automatic tax lot selection?

How do I import my client’s tax lots into tax preparation software?

Provide Tax Information

Filter Tax Lots

Enter Gain/Loss & Cash Proceed Amounts

Set Order Options

Do we store tax lots for Non-Taxable accounts?

How can I view clients’ securities and determine if they have long or short-term gains or losses?

How can I view the estimated capital gains and losses as I am placing a trade?

How can I view the actual capital gains and losses for an executed trade?