View Lots

Instructions

We offer the ability to View Tax Lots in the Client Portal. To do so, please follow the steps outlined below.

  1. Navigate to the Portfolio tab and select Positions.

    The view of expired messages in Portal.

  2. Click the 3 dot icon to the right of the desired position and select View Lots.

    The view lots dropdown in Portal.

  3. The View Lots screen will populate.

  4. For this order, the Acquired Date, Term, Long Term Position Conversion Date, Total P&L, Percentage of Total P&L, Current Value, Quantity, Average Price, Cost Basis Total, and Washsale Adjustment will populate on your screen.

  5. Select the arrow buttons in the top left corner of this screen to navigate through all portfolio holdings.

  6. Click Close Specific Lots to multi-select any tax lot(s) to place a closing order for.

    The view lots screen in Portal.

  7. Click Open Tax Optimizer to manage this Tax Lot and the below page will populate on your screen.

  8. Updates to Tax Optimizer can be found here.

 

Additional Resources