Common use of Tax Lot Methods Clause in Contracts

Tax Lot Methods. We provide a number of ways to specify which tax lots are sold when securities are sold out of your account. You or can establish a pre-determined tax lot setting at account opening, which will apply to all orders generated for that account, or on an order-by-order basis at the time of order submission.

Appears in 3 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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Tax Lot Methods. We provide a number of ways to specify which tax lots are sold when securities are sold out of your account. You or can establish a pre-determined tax lot setting at account opening, which will apply to all orders generated for that account, or on an order-by-by- order basis at the time of order submission.

Appears in 1 contract

Samples: Customer Agreement

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