Change the Match Method for a Specific Symbol

You can change the default tax lot-matching method for a specific symbol in the Tax Optimizer on either the current or prior trading day.

To change the match method for a specific symbol

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. Select a security type by clicking the appropriate tab (Stocks, Options, Bonds, Warrants, SSFs or Funds). Note that Options include Structured products and Bonds include bills.

The list is updated to include only those positions of the selected security type.

6. For any symbol listed, change the lot-matching method to Specific Lot by clicking the Method drop-down menu then clicking Specific Lot.

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.