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New to FLD?

Tips for first-time users

  • Open a new account
  • FLD Overview: Symplany One
  • Symplany One vs. Symplany Pro: What’s the Difference?
  • Practices: share clients with other users
  • Tax Loss Harvesting (TLH)
  • Withdrawals
  • Gain limiter
  • Elective locks
  • Trade hold
  • Accounts & compliance
  • Multi-bucket investing
  • Client conversations: choosing the right investment objective
  • Edit an account

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