Is there a way that I can designate "For this Account, Always use FIFO upon sales?"
Sure would be helpful when my investment manager re-balances that account.
I think so. The dialog which controls this is poorly written to the point of being unclear. I think the 2 settings I'm pointing at should do it, but you might want to experiment.
M y advisor just re-balanced yesterday … so It's going to be a while before this is tested, but it looks good. Exactly what I was asking for. THANKS
