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Definition: Tax Loss Harvesting Settings

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Tax Loss Harvesting Settings are found on the Advanced Settings tab on the Account Settings page and allow you to set specific loss values in client accounts. Advisor Rebalancing will then recommend sells of securities that meet or exceed both of these thresholds during a tax loss harvesting rebalance.

This is how loss is calculated for both of these fields: 

• Sell all securities with a percentage loss greater than: calculated as total value of lot losses / total position value

• A dollar loss greater than: calculated as total dollar value of lot losses for a position