Change the Match Method for the Current or Prior Day

You can change the default match method for the current or prior trading day in the Tax Optimizer. When you change the match method for the day and save the change, your selection overrides the default match method for the account until the end of the trading day today. The account default match method will then be in effect again tomorrow.

To change today's match method

1. Log into Client Portal, then select Reports > Tax Optimizer.

2. Select the Trading Day. You can select the current trading day or the prior trading day. Note that if you are launching the Tax Optimizer on a Saturday or Sunday, you will only be able to select the prior trading day.
3. Click Launch to run the Tax Optimizer.

If you log out of Client Portal while the Tax Optimizer is open, you will not be able to save your changes in the Tax Optimizer.

4. For multi-account structures, select an account from the Account drop-down in the Information Bar.

5. Click the drop-down menu located next to the Today's Match Method label at the top of the screen.

6. Click the lot-matching method you want to apply to your account as the default.
7. Click the Save button, located in the upper right corner of the screen.
   
   You have until 8:30 PM ET to make changes to your matching method. Check the Time Remaining at the top right corner of the Tax Optimizer screen to see how much time remains until the cut-off time of 8:30 PM.
   

For example, if you are working with the current trading day and you miss the 8:30 PM cut-off time, you can open the Tax Optimizer tomorrow and select the prior trading day and submit any changes you have. The 8:30 PM cut-off time will still apply. If you miss the 8:30 cut-off time for changes to lot-matching methods for the prior trading day, you will not be able to submit any more changes for that specific trading day.