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Tax Lot Holding Period Change

The purpose of this report is to determine when your short term lot positions become long term.

Who can access the Tax Lot Holding Period Change Report?

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master User
• Advisor Client
• Proprietary Trading Group Master
• Proprietary Trading Group Sub Account User
• Broker Master (master account only)
• Broker Fully Disclosed Client
• Investment Manager Master
• Fund
• Administrator who is subscribed (linked) to a client account.

To generate a Tax Lot Holding Period Change supplemental report

1. Click Reports > Other Reports.
2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account whose account alias you want to change.

   The Other Reports screen opens.

   

3. Select Tax Lot Holding Period Change from the Report Type drop-down. Tax Lot Holding Period report settings appear.

   

4. Select the number of days, report format and language.
5. Click Run Report. Click Reset to return to the Other Reports screen.

For more information

• Tax Lot Holding Period Change Report Reference