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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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This entry was posted on Monday, December 15th, 2008 at 3:10 am and is filed under Brokerage, Investing. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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