Trading

How do I close specific lots of my position?

The Tax Optimizer application allows you to maintain your stock, option, bond, warrant and single-stock futures gains and losses for tax purposes.

Please note, you can make your selection as soon as the position has been closed.

See how you can access the Tax Optimizer.

Additional information on Tax Optimizer can be found on our Users' Guide.

Don't have an Account yet?

Open An Account