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Welcome to Tamarac Trading

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Enhancements November 21, 2025 - What's New in Tamarac Trading August 22, 2025 - What's New in Tamarac Trading March 28, 2025 - What's New in Tamarac Trading And more...	Getting Started Change Your Password Require Security Questions or Mobile Phone Codes to Sign In (Dual Factor Authentication)
Accounts and Groups Introduction to Accounts, Groups, and Households Working With Saved Searches Make Changes to Account Settings And more...	Cash Management Cash Management Strategies Cash Reserves And more...
Tax Loss Harvesting Tax Loss Harvesting and Tax Management Strategies Using Tamarac Trading for Tax Loss Harvesting Wash Sales	Rebalances and Trades Manual Trades Start the Rebalance Process Directed Trades Process And more...
Post Rebalance Workflows Approve Trades Manage Orders on the Orders Page Reconciliation Process And more...	Models Introduction to the Types of Models Model Basics Add and Update Models With Upload And more...
Securities Add and Maintain Securities Security Substitutes Security Restrictions And more...	Uploading Data Uploading Data Available Upload Data Sets Upload Status and Troubleshooting And more...
Reports Bulk Report Descriptions Create, Edit, and Delete Bulk Reports Custom Views And more...	Setup and User Management Clear a User's Security Answers Reconciliation Tolerances Assign Trade Approval Levels And more...
Fee Schedules Introduction to Fee Schedules Fund Redemption Fee Schedules Custodian Transaction Fee Schedules And more...	Trading Dashboard Introduction to Dashboards Saved Searches Dashboard Widget My Information Dashboard Widget And more...
Popular Topics Tamarac Trading Bulk Reporting API Master Article Use and Connect to the Tamarac FTP Site