{"id":178845,"date":"2021-04-28T12:33:00","date_gmt":"2021-04-28T16:33:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/account-default-match-method\/"},"modified":"2026-03-23T16:26:30","modified_gmt":"2026-03-23T20:26:30","slug":"account-default-match-method","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/account-default-match-method\/","title":{"rendered":"Account Default Match Method"},"content":{"rendered":"<p>IBKR\u2019s Account Default Match Method determines how tax lots are matched when closing positions in your account. This method affects the calculation of capital gains and losses for tax reporting purposes. We offer several matching methods to help optimize your tax situation based on your investment strategy and preferences<\/p>\n<p><a href=\"https:\/\/www.interactivebrokers.com\/en\/search\/index.php?query=Account%2520Default%2520Match%2520Method\" target=\"_blank\" rel=\"noopener\">AI Summary \u2013 Account Default Match Method at Interactive Brokers<\/a><\/p>\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/www.interactivebrokers.com\/lib\/cstools\/faq\/#\/content\/27271543\" target=\"_blank\" rel=\"noreferrer noopener\">FAQ &#8211; How do I configure the tax basis for the account?<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The tax lot-matching method for your account. You can change your account default match method on the Tax Optimizer page in Client Portal or in the IB\u00a0Tax Optimizer.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13252,21176,13278,13251],"class_list":{"0":"post-178845","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-a","6":"traders-glossary-ibkr-review","7":"traders-glossary-ibkr-traders-glossary","8":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"IBKR\u2019s Account Default Match Method determines how tax lots are matched 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