You can select specific tax lots in You Invest. I've included a screenshot of their UI for it but I've not actually used tax lot selection myself yet.
https://www.dropbox.com/s/nwp5tonkewclw ... 8.png?dl=0
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- Sat Nov 10, 2018 1:21 am
- Forum: Personal Investments
- Topic: Chase YouInvest cost basis method
- Replies: 54
- Views: 9124
