Important Tax Loss Harvesting Limitations and Disclosures

Important Tax Loss Harvesting Limitations and Disclosures

The Institutional Intelligent Portfolios®  program offers an optional tax-loss harvesting strategy that clients may request to employ on any taxable account; however, the account must meet the minimum balance requirement of $50,000 for the tax-loss harvesting strategy to become active on the account. There is also a lower minimum balance requirement to maintain a tax-loss harvesting strategy. For any accounts falling below this minimum balance,…