Watch our video here of Carbon Collective's co-founder James explaining tax-loss harvesting, scenarios where it's applicable, and the options we currently offer to assist you in moving funds.
Tax-loss harvesting is strategically taking advantage of a capital loss to offset capital gains. For a view reasons, Carbon Collective does not currently offer tax-loss harvesting services, though we hope to include this in the future.
We recommend talking with a tax professional about your particular tax scenario to find the most advantageous tax procedure for moving your funds. We do assist in using dollar cost averaging to as you change investment positions, if that's something you're interested in.