At this time we do not have the functionality to specify tax lots when selling. Shares will be sold according to the IRS default method of First in - First out (FIFO).
Our clearing firm can change the default method on your account with your instruction. Available options include:
- Last In First Out (most recently purchased shares sold first)
- Highest In First Out (highest cost basis shares sold first)
- Maximum Gain (lowest cost basis shares sold first)
If you would like to update the default method on your account, please submit a request to firstname.lastname@example.org.