If you have acquired stocks in different lots over time, you may prefer to include specific lots or shares in the Cache Exchange Fund. We give you the flexibility to choose whichever shares you like. When transferring stocks to Cache, our app will guide you through the process of selecting the lots that will be transferred over.

Different lots are likely to have different cost bases, so you may want to discuss the tax implications with your investment advisor or a tax professional.

Our exchange fund simulator can give you a general sense of how different scenarios may work.
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