Trading

Trading Account Setup & Management

• Getting Started with Nitrogen Trading
• Cash Management in the Accounts Dashboard
• Navigating the Accounts Dashboard
• Trading Account Targets in the Accounts Dashboard
• Trading Account Target Holdings (Legacy Workflow)

Rebalancing & Trading Settings

• The Trading Dashboard
• The Nitrogen Trade Engine
• Nitrogen Trading Security Eligibility
• Using Editable Trade Lists
• Using Directed Trades
• Using Scheduled Drift Analysis

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Tax Optimization

• Automated Tax Loss Harvesting
• Intelligent Tax Optimization (ITO): Getting Started
• Intelligent Tax Optimization (ITO): Diving Deeper
• Estimated Capital Gains

Trading Execution

• Getting Started with Connected Trading
• Executing Trades with Spreadsheet for Execution (SFE)
• What is Block Trading?
• Executing Trades in LPL's Enhanced Trading
• Executing Trades in Schwab Advisor Center
• Executing Trades in Fidelity Wealthscape

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