Can I include accounts from other financial institutions in my tax estimate?

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To transfer your TBSZ Account from your current financial institution to IBKR please use the button above or log in to Client Portal and follow the steps:…

Yes, you can easily edit any information in your Tax Planner. Once your tax estimate is displayed, select the Pencil icon in the top right corner of any field you'd like to modify. If you want to completely restart the process, click the Start Over…

You can create an offline account that mimics your held away account. Select Offline Account. By adding an “Offline Account” you are requesting that we use data regarding an account that you hold outside of this firm and include it in your Portfolio Analysis report. To do this, you must obtain this data directly from the financial institution where you hold your account and enter it into IBKR’s systems…

You can create buttons in the Market Depth Trader to perform a number of actions including creating orders (and transmitting instantaneously), modifying orders, closing positions, and more. To do so, click on the Configure (wrench) icon in the top right corner of the Buttons section. You can add new buttons by clicking the "New..." button on the right hand side. Select the action you wish to perform from the "Select Action" drop down menu and customize the button in the "Customize Action" section. Once finished, click OK to close the Configure Button window. If you are satisfied with your button configuration, click Apply to save your changes and OK to close the window…