What is an Account Group?
An Account Group represents a tax household.
It allows SMArtX to:
Monitor wash sales across accounts
Apply a shared tax strategy
Coordinate harvesting activity
Account Group Rules
One Account Group can contain multiple accounts
An account can belong to only one group at a time
All accounts share:
Tax goals
Filing status
Wash sale monitoring
Account Group Configuration
Each group includes:
Group name
Filing status
Tax year-end
Tax goals
Tax rate
Assigned Harvest Rule
Best Practices
Only group accounts that:
Share the same taxpayer
Share the same investment strategy
Should participate in wash sale monitoring together