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Tax Optimizer

Trading Term

The Tax Optimizer is a Java-based tool available from within Client Portal that lets you manage your stock, option, bond, warrant and single-stock future gains and losses for tax purposes. The Tax Optimizer lets you select one of several tax lot-matching methods to:

  • Change the default tax lot-matching method for your account.
  • Change the default tax lot-matching method for the current or prior day.
  • Change the default tax lot-matching method for a specific symbol for the current or prior day.
  • Change the lot-matching method on the fly to immediately see the effect on your gains and losses.
  • Manually match specific sales to open tax lots for the current or prior day.

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