Wells Fargo adds tax-lot trading to online system

Thanks to reader Buddy Hall’s feedback, I now know that Wells Fargo has just added tax-lot trading to their online system.  Now, there is “no more calling into a broker after sale to identify your tax lot sold. Wells Fargo offers new web interface to specify shares from tax lots to be sold.”

The link to this annoucement is

https://invmnt.wellsfargo.com/whatsnew_wellstrade.html

Keywords : Wells Fargo PMA, Wellstrade.

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