The Potential Tax affects the Tax Impact of your Transition Analysis. The default potential tax is set to 15%, but you can adjust this within your account by following the instructions below:
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Open your portfolio and head to the Holdings tab
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Within Holdings, select the Account Type subtab
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Click on the gear icon next to Potential Tax (all the way to the right hand side of the screen)
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In the pop up box, adjust the tax value, then select Update.
