How to view your tax lots

Holdings page

1. Select the Holdings page
2. Select the symbol you wish to view tax lots of

Trade page

1. Select the Trade page
2. Enter the symbol you wish to view tax lots of
3. Select Sell
4. Select the Sell specific lots option

Frec Securities LLC does not provide tax advice. Every customer's tax situation is different, and you are encouraged to consult with a tax advisor.