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Using tax-loss harvesting throughout the year as an investment strategy

Explore making the most of your tax losses with a strategy that can help.

Turn market losses into potential tax savings

Fidelity customers with taxable investment accounts can use our Tax-Loss Harvesting ToolLog In Required to see any realized gains, identify potential losses, and sell positions that may help save on taxes.

Concerned about the impact of taxes?

A Fidelity advisor can explain how we may be able to help reduce what you pay.

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Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Tax-sensitive investing may not provide as high a return as other investments before consideration of federal income tax consequences.  Tax-sensitive investing can result in realized capital gains.

Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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