Replies to post #112821 on Savvy Trades and Investments

[researcher59]

Schwab - ok I just bought a few tiny positions at Schwab ahead for my transfer from Ameritrade. I see the cost basis shown by lot. Also the account settings provide the tax lot optimizer for lot selection. Ameritrade has displays by Realized Gain/Loss, Unrealized and Pending Settlement. In pending settlement one can override the automated tax lot selection. I hope Schwab also offers this override feature. I'll be looking for it when I make my first sale .....