Change Your Account Default Match Method

To change your account default match method

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

2. Click the lot-matching method you want to apply to your account as the default.

3. Click Save Changes to run the Tax Optimizer.

Futures (but not Single Stock Futures) and options on futures always use FIFO regardless of your Account Default Match Method.

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.