Snider Advisors Tax Loss Harvesting 2023

As 2023 draws to a close, clients who own taxable investment accounts should  be looking at the possibility of selling off shares of their positions in order to take advantage of the tax loss that it will generate.  This will reduce your taxable income (and, by extension, the taxes you will pay) on your account.  Tax Loss Harvesting involves selling …

Moving to TradeStation from Ally Invest

We are excited to announce that we are now working with TradeStation. Going forward, it will be the primary supported brokerage firm for Lattco Pro and AutoPilot. Why TradeStation? Earlier this year, we began the search for another brokerage partner. After meeting with several other companies, we decided that TradeStation would be the best fit for the needs of our …

Guides to Opening Your TradeStation Account

To help your transition from Ally Invest to TradeStation be as seamless as possible, we have created two resources to walk you through the process of establishing your account. How to Open Your TradeStation Account  is a detailed guide that offers step-by-step instructions on completing the account application. It includes multiple screenshots, tells you what settings to select, and offers …

New Recommended Broker: TradeStation

We recently announced that going forward, TradeStation will be our recommended brokerage firm. They will also be the primary supported brokerage firm for Lattco Pro and AutoPilot. We began conversations with TradeStation early this year. Since then, we have continued to grow more excited about the opportunity to work with them. We would like to share some of the benefits …