Steps to Create a Rule
Navigate to:
Tax Harvesting page → Harvest Rules → Create New Rule
Configure the Rule
Define:
Rule name
Dollar thresholds
Percentage thresholds
Position vs lot logic
The rule specifies Minimum Gains and/or Losses to harvest, and whether it applies to Positions, Lots, or Both. Its schedule is set On or Off; creating a schedule requires a Start Date and a Frequency. The rule is saved with Create Rule.
Save & Assign
Once created:
Assign the rule to one or more Account Groups