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Turning off dividend/capital gain reinvestments

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  • Turning off dividend/capital gain reinvestments

    So I want to ensure I have total flexibility and control of my portfolio as I am a "tinkerer" but also want to be as prepared as possible for my next tax loss harvesting scenario.    I have been using auto reinvesting div/gains turned on so far, but I know this can become problematic with wash sale rules.  All my taxable, and roth IRA accounts are at vanguard.  My options are to auto reinvest, transfer to bank account, send a check, transfer to vanguard fund.  I would prefer to keep it in a money market account at Vanguard, but there is a 3k minimum.  I called and talked with someone at Vanguard and he said I could upgrade to a brokerage account and use the settlement fund.  I wanted to get some opinions, and or advice.  Thanks

  • #2
    I called and talked with someone at Vanguard and he said I could upgrade to a brokerage account and use the settlement fund.

    ^^^this.

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    • #3
      Thanks, I will call back, I was concerned I would have to transfer or sell my taxable account and move it into the brokerage

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