How It Works

Milemarker ingests position and cost basis data from Schwab, Fidelity, and other custodians. It feeds normalized data to Orion or iRebal where harvesting logic runs. Identified opportunities pass directly to custodian execution. The full workflow runs without manual data transfer.

What You Get

• Faster response time from harvesting signal to trade execution

• Normalized cost basis data from multiple custodians

• Reduced manual trade entry for harvesting workflows

• Auditable trail from position data to executed trade

The Milemarker Edge

Milemarker is the infrastructure layer between custodian data and your rebalancing tool. Tax loss harvesting workflows run on structured, current position data.

Integrations: Schwab, Fidelity, Orion, iRebal
Personas: RIA, Family Office