View Lots

We offer the ability to View Tax Lots in our Trading System. To do so, please follow the steps outlined below.

1. Navigate to your Portfolio and right-click on a position.

2. Select View Lots.

   

3. The 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. You may select the arrow buttons in the top left corner of this screen to navigate through all portfolio holdings.

6. To manage this Tax Lot, select Tax Optimizer (Post Trade) and this page will populate on your screen.

   

7. Updates to Tax Optimizer can be found here.