Tax Lot Holding Period Change
Use this report is to determine when your short term lot positions become long term.
- Click Performance & Reports > Other Reports.
Alternatively, click Menu in the top left corner > Reporting > Tax Lot Holding Period Change.
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose account alias you want to change.
The Other Reports screen opens.
- Select the blue Run arrow icon to the right of Tax Lot Holding Period Change.
- Select the number of Days, report Format and Language.
- Click Run. Click Cancel to return to the Other Reports screen.