Introduction to Tax Loss Harvesting

XYIS is excited to offer tax loss harvesting to our advisors and their clients. To learn more about what this service looks like and what other advisors are saying about it, please review the following webinar. You can also download the attached slides and pdf overview for further reference.

To get started, you can opt-in on an account basis using the model assignment form or bulk model assignment form.

If you have any questions regarding the rollout, please contact support@xyinvestmentsolutions.com