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.

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.