Keep more of what you earn with our tax-saving tech
Most people think about taxes once a year. We're always thinking about how to lower yours.
The secret sauce to boost your returns?Tax-loss harvesting.
We turn a market dip into a potential tax benefit by selling assets that have lost value, which you can use to lower your taxes. We use available funds to buy similar investments to replace those we sold, making adjustments to rebalance your portfolio, helping you keep more of what you earn.
We can help lower your taxes
Losses can offset unlimited capital gains and up to $3,000 of regular income per year, which can lower your tax bill and grow your after-tax returns.
It can save you on taxes
It can cover your fees
Assets are located to save you on taxes.
We coordinate the location of your investments across accounts (high-tax bonds in IRAs and low-tax stocks in taxable investing) to help reduce your overall tax burden and save you more.
Know the tax impact before you act.
We show you estimated taxes upfront when you transfer, change your allocation, or withdraw—so you can make tax-informed decisions.
Earn extra income with securities lending
Lending your stocks and ETFs to other investors can earn you income without selling a thing.
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