Log into Account Management, then select Reports > Tax Optimizer.
Click Launch to run the Tax Optimizer.
If you log out of Account Management while the Tax Optimizer is open, you will not be able to save your changes in the Tax Optimizer.
For multi-account structures, select an account from the Account drop-down in the Information Bar.
Click the drop-down menu located next to the Account Default Match Method label at the top left of the screen.
Futures (but not Single Stock Futures) and options on futures always use FIFO regardless of your Account Default Match Method.
Click the lot-matching method you want to apply to your account as the default. Note that FIFO is the only matching method allowed for any short positions, including short positions entering the day.
Click the Save button, located in the upper right corner of the screen.
You have until 8:30 PM ET to make changes to your matching method. Check the Time Remaining at the top right corner of the Tax Optimizer screen to see how much time remains until the cut-off time of 8:30 PM.
