The default tax lot matching method for accounts is First In, First Out, or FIFO. This method can be changed through the Tax Optimizer.
To change the default matching method for the account, log in to Client Portal and open Tax Optimizer from the Performance & Reports / Tax Documents area. In the Tax Optimizer panel, select the desired Account Default Match Method and save the changes. The new default method will apply until it is changed again.
Clients may also change the matching method for the current trading day, the prior trading day, or for a specific symbol. These changes override the account default only for the selected day or symbol. After that, the account will return to the default match method.
Available tax lot matching methods may include FIFO, LIFO, Highest Cost, Maximize Long-Term Gain, Maximize Long-Term Loss, Maximize Short-Term Gain, Maximize Short-Term Loss and Specific Lot, where available.
Please note that futures, except single stock futures, and options on futures always use FIFO regardless of the account default matching method.
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Bitte verwenden Sie bei der Registrierung keine Sonderzeichen in Buchstaben (keine Umlaute oder Akzente)
Por favor, ingrese sus datos sin acentos, tildes ni caracteres especiales
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