Q: Why don’t I see all lots for a position?
A: Visibility of lots depends on whether the custodian supports VSP and how the Harvest Rule is configured. Non-VSP custodians may not display all lots when lot-level rules are used.
Q: Can I partially harvest a lot?
A: Yes. For custodians that support VSP, advisors can harvest an entire lot or specify a partial amount. For non-VSP custodians, quantities are entered at the position level.
Q: Can I harvest positions across multiple accounts at once?
A: Yes. Harvesting opportunities are grouped by symbol and then broken out by account within an Account Group.