Is there a lot matching method for all new and unsettled closing trades?

The Tax Optimizer lets you manage your trades' gains and losses for tax purposes by changing a tax lot's matching method. The system default is First In, First Out (FIFO). Choose from the following tax lot matching methods in Tax Optimizer:

Specific Lot…

SEE POSITION TRANSFER METHODS

To see the methods available for your account, log into Client Portal and, from the menu, select…

The default tax basis methodology for all accounts is First In, First Out (FIFO), but it can be changed on a per day and per symbol basis. To change the default matching method for your account, login to the Client Portal…

The default tax lot matching method is applied to all lots. To change the default matching method, you must use the Tax Optimizer.

To access the web Tax Optimizer in Client Portal:…