Skip to main content

Harvest Scheduler

When creating or editing a harvest rule, the user has the option to schedule automatic harvesting.


Scheduling Harvest Events

Users have the option to define a schedule, whereby automatic review of opportunities and approval of trades will take place.

When a schedule is active, all account groups linked to the rule will automatically have available opportunities processed and trades submitted.

When combined with a default replacement security, account groups will automatically trade into a replacement security during the wash sale period.



Did this answer your question?