Interested in receiving more communications about managing tax risk during tax season?

At year-end, you are focused on managing your clients’ portfolios for taxes. The Envestnet Advisor Portal can help manage your tasks more effectively. Use this landing page to learn how to harvest gains and losses, generate a tax estimation summary, as well as access and set preferences for these tax reports all on the Envestnet Advisor Portal.

Managing Tax Harvesting on the Advisor Portal
 
  • One Pager
    Fundamentals of Tax Loss Harvesting

    Dive into everything investors need to know

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  • Training Manual
    Harvest Gains and Losses

    Quickly generate a service request to view a summary of the gains and losses to harvest.

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  • Training Manual
    Tax Estimation Summary

    View information on the current taxable activity for taxable accounts.

     

     

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  • Training Manual
    Realized and Unrealized Gains/Losses Reports*

    Access and set preferences for these tax reports.

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  • Training Manual
    Wash Sale Cash Reserve

    Wash restrictions are utilized to ensure that the securities sold in an account as part of

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  • Product Update
    BlackRock’s Tax Evaluator

    Anticipate potential tax impacts. Help get the most for your clients with Tax Evaluator.

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