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Allow Redemption Fees Setting (Accounts)

This setting tells Tamarac Trading to either allow or prevent short-term redemption fees in the account. If you select No, Tamarac Trading won't recommend trades that will generate short-term redemption fees in this account. The Allow Redemption Fees setting is ignored during a Tax Loss Harvesting rebalance and the Tax Loss Harvesting and Rebalance.

In a directed trade, you can choose to adhere to or ignore an account's Allow Redemption Fees setting.

During a rebalance, you can see the total amount of redemption fees on the Trade Summary and Rebalance Summary reports.

For more information on setting up custodian and fund redemption fees, see Custodian Redemption Fee Schedules and Fund Redemption Fee Schedules.