Unavailable tax features for crypto accounts

At this time, the following tax optimization features are not available for crypto portfolios:

  • Tax Loss Harvesting+
  • Tax Coordination
  • Charitable donations
  • Cost basis calculation and retention
  • Tax reporting (as tax season approaches, we will provide crypto investors with the information necessary for filing)

We’ll be sure to monitor requests to use these features with crypto portfolios, as we may be able to offer them in the future.