发表于 2016-9-13 18:05:05
标 题: Re: 问大牛们一个技术问题
Scottrade: you can only change lots selection after a sale is completed and
before the sale is settled. The feature is under "Raw Trades" of Gain/Loss
Tax Center of website.
Fidelity: you can select lots when creating a sell order. You can also
change lots selection afterwards before settlement.
Etrade: similar to Scottrade, but here:
I don't use their desktop power platform so don't know if it lets you select
lots when creating a sell order.
That's what I know of.
Likely most brokers let you specify a default tax strategy (LIFO is default)
and follow regulations, which allow changing lots selection before the sale