XYIS is excited to offer tax-loss harvesting to our advisors and their clients. You can opt-in on an account basis using the model assignment form or bulk model assignment form. 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.
If you have any questions regarding tax-loss harvesting, please contact firstname.lastname@example.org