Q: What is an Account Group?
A: An Account Group represents a tax household. It combines one or more accounts that share the same tax goals and filing status and allows SMArtX to monitor for wash sales across those accounts.
Q: Can an Account Group contain just one account?
A: Yes. An Account Group can contain a single account or multiple accounts.
Q: What happens if I need to move an account to a different Account Group?
A: The account must be removed from its existing Account Group before it can be added to another group.