Currently we support two versions of Tax Optimizer: a built-in version you can access in Desktop TWS and IBKR Mobile, and the web version you access within Client Portal.
To access the Tax Optimizer:
In Desktop TWS:
- Right-click a trade or position and select Change Tax Lots from the right-click menu.
- Alternatively, click the Account menu, select Tax and then Tax Optimizer.
In IBKR Mobile:
- Tap the Account menu icon (head and shoulders) in the top left corner of the app. Next tap Statements & Tax, and then select Tax Optimizer.
In Client Portal:
For Positions:
- Click Portfolio from the main menu, then select the Positions tab. Click the (3 dots) icon to the right of the ticker and select View Tax Lots.
For recent Trades or closed Positions:
- Click Trade from the main menu, then select Orders & Trades. Click the (3 dots) icon to the right of the ticker and select Change Tax Lots.
Please Note
- IB-CAN clients cannot use the Tax Optimizer because Average Cost is the only allowed tax lot matching method by CRA.
Additional Information