New Previous Sales Page in Wealthscape and Wealthscape Investor

Starting on July 22, 2022, an enhanced version of the Previous Sales/Realized page will be available on Wealthscape and Wealthscape Investor. The new Previous Sales page will allow users to quickly assess overall summary and position gain loss information by account.

Key features include:

• Enhanced search options such as specific date range and view ‘since inception’

• New filter options include covered status and holding period when applicable

• Page details can be exported into a CSV file

• Ability to view lots for all positions by using the Expand All feature

To navigate to the refreshed page, click on ‘Previous Sales – New’ in menus. The existing ‘Previous Sales/Realized page’ will continue to be available for the next several months.

Click the here to read more!

TC127801(0722)1

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New Previous Sales Page in Wealthscape and Wealthscape Investor

Previous PostESI Illuminations Strategy for Tax Harvesting

Next PostUpdates about the Direct Transaction Review Process