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Charts",{"request_context":23,"type":24,"id":1195,"faq_id":1195,"timestamp":694,"cir_id":26},{"request_context":23,"type":24,"id":1097,"faq_id":1097,"timestamp":1004,"cir_id":26},{"request_context":23,"type":24,"id":988,"faq_id":988,"timestamp":1200,"cir_id":26},1794511790240,{"request_context":23,"type":295,"id":630,"faq_id":630,"timestamp":309,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1204,"server_version":1205,"session_id":1206,"id":1207,"question":1208,"answer":1209,"navigation":1210,"short_description":1225,"similars":1226,"feedback_context":1260},"FAQ_BROWSER_CONTENT","Jibotsrv3;407298753","22a874b3-6cc5-49b4-b23d-2ce09ccb3fea","71869129","How do I access the Tax Optimizer?","\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_TAX_OPTIMIZER\">ACCESS CLASSIC TAX OPTIMIZER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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.\u003C\u002Fp>\u003Ch4>\u003Cstrong>To access the Tax Optimizer:\u003C\u002Fstrong>\u003C\u002Fh4>\n\n\u003Ch5>In Desktop TWS:\u003C\u002Fh5>\n\u003Cul>\u003Cli>Right-click a trade or position and select \u003Cstrong>Change Tax Lots\u003C\u002Fstrong> from the right-click menu.\u003C\u002Fli>\u003Cli>Alternatively, click the \u003Cstrong>Account\u003C\u002Fstrong> menu, select \u003Cstrong>Tax\u003C\u002Fstrong> and then \u003Cstrong>Tax Optimizer\u003C\u002Fstrong>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Ch5>In IBKR Mobile:\u003C\u002Fh5>\n\u003Cul>\u003Cli>Tap the \u003Cstrong>Account\u003C\u002Fstrong> menu icon (head and shoulders) in the top left corner of the app. Next tap \u003Cstrong>Statements & Tax\u003C\u002Fstrong>, and then select \u003Cstrong>Tax Optimizer.\u003C\u002Fstrong>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\n\u003C\u002Fp>\u003Ch5>In Client Portal:\u003C\u002Fh5>\u003Cp>For Positions:\u003C\u002Fp>\u003Cul>\u003Cli>Click \u003Cstrong>Portfolio\u003C\u002Fstrong> from the main menu, then select the \u003Cstrong>Positions\u003C\u002Fstrong> tab. Click the (3 dots) icon to the right of the ticker and select \u003Cstrong>View Tax Lots\u003C\u002Fstrong>. \u003C\u002Fli>\u003C\u002Ful>\u003Cp>For recent Trades or closed Positions:\u003C\u002Fp>\u003Cul>\u003Cli>Click \u003Cstrong>Trade\u003C\u002Fstrong> from the main menu\u003Cstrong>,\u003C\u002Fstrong> then select \u003Cstrong>Orders & Trades.\u003C\u002Fstrong> Click the (3 dots) icon to the right of the ticker and select \u003Cstrong>Change Tax Lots\u003C\u002Fstrong>.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Please Note\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>IB-CAN clients cannot use the Tax Optimizer because Average Cost is the only allowed tax lot matching method by CRA.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F94332681\">What are the Tax Lot Matching Methods in Tax Optimizer?\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>",[1211,1217,1219,1221,1223],{"id":630,"title":631,"feedback_context":1212},{"request_context":1213,"type":1214,"id":630,"faq_id":630,"timestamp":1215,"cir_id":1216},"faq-browser-public,faq-browser-1:Jibotsrv3-51690e7b-9ac3-46e9-a494-a8a5bd10bcd6","FAQ_NAVIGATION",1794511790305,"a8d82490-42eb-4431-a6cd-206c66d758eb",{"id":988,"title":989,"feedback_context":1218},{"request_context":1213,"type":1214,"id":988,"faq_id":988,"timestamp":1215,"cir_id":1216},{"id":1097,"title":1098,"feedback_context":1220},{"request_context":1213,"type":1214,"id":1097,"faq_id":1097,"timestamp":1215,"cir_id":1216},{"id":1138,"title":1139,"feedback_context":1222},{"request_context":1213,"type":1214,"id":1138,"faq_id":1138,"timestamp":1215,"cir_id":1216},{"id":1170,"title":1171,"feedback_context":1224},{"request_context":1213,"type":1214,"id":1170,"faq_id":1170,"timestamp":1215,"cir_id":1216},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_TAX_OPTIMIZER\">ACCESS CLASSIC TAX OPTIMIZER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>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…\u003C\u002Fp>",[1227,1239,1246,1253],{"id":1228,"title":1229,"feedback_context":1230,"short_description":1233,"source":1234},"41566585","How can I get cost basis and tax documents after closing my account?",{"request_context":1213,"type":1231,"id":1228,"faq_id":1228,"timestamp":1232,"cir_id":1216},"FAQ_SIMILAR",1794511790327,"\u003Cp>When an account is closed, you should still be able to access Client Portal with your username and password to download your statements and tax forms.\u003C\u002Fp>\u003Cp>\u003Cstrong>Additional Information\u003C\u002Fstrong>…\u003C\u002Fp>",{"id":1235,"title":1236,"link":1237,"sourceType":1238},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=41566585","FAQ",{"id":1240,"title":1241,"feedback_context":1242,"short_description":1243,"source":1244},"101410334","Can I change the default tax lot matching method?",{"request_context":1213,"type":1231,"id":1240,"faq_id":1240,"timestamp":1232,"cir_id":1216},"\u003Cp>The default tax lot matching method is applied to all lots. To change the default matching method, you must use the Tax Optimizer.\u003C\u002Fp>\u003Cp>To access the web Tax Optimizer in Client Portal:…\u003C\u002Fp>",{"id":1235,"title":1236,"link":1245,"sourceType":1238},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=101410334",{"id":1247,"title":1248,"feedback_context":1249,"short_description":1250,"source":1251},"50630676","How do I access Mutual Fund\u002FETF Replicator from Client Portal?",{"request_context":1213,"type":1231,"id":1247,"faq_id":1247,"timestamp":1232,"cir_id":1216},"\u003Cp>You can access the \u003Ca href=\"https:\u002F\u002Fwww.ibkrguides.com\u002Ftraderworkstation\u002Fmutual-fund-etf-replicator.htm\">Mutual Fund\u002FETF Replicator\u003C\u002Fa> tool in TWS. The tool is not currently available in Client Portal.\u003C\u002Fp>\u003Cp>In Client Portal you have access to the Mutual Fund Scanner tool…\u003C\u002Fp>",{"id":1235,"title":1236,"link":1252,"sourceType":1238},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=50630676",{"id":1254,"title":1255,"feedback_context":1256,"short_description":1257,"source":1258},"71869141","How to set TWS to show tax lots?",{"request_context":1213,"type":1231,"id":1254,"faq_id":1254,"timestamp":1232,"cir_id":1216},"\u003Cp>TWS does not offer a setting to display tax lots.  To review tax lots you can \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F71869129\">open the Tax Optimizer\u003C\u002Fa> or review the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F45152654\">\"Tax Lot Holding Period Change\" Report\u003C\u002Fa>…\u003C\u002Fp>",{"id":1235,"title":1236,"link":1259,"sourceType":1238},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=71869141",{"request_context":1213,"type":1261,"id":1207,"faq_id":1207,"timestamp":1215,"cir_id":1216},"FAQ_CONTENT"]