Multiple Automated Investing Accounts

Yes, you can have multiple investing accounts of either the same, or different, account types. Some of our clients may wish to do this in order to have accounts with different portfolio allocations. 

If you have multiple accounts with Tax-Loss Harvesting enabled, our software will coordinate trades in an effort to avoid wash sales whenever possible. In some cases, having multiple taxable accounts can reduce our ability to execute trades associated with Tax-Loss Harvesting and lead to investment delays.