ExchangiFi is a technology company. We provide software that helps wealth
managers, advisors, and ETF sponsors evaluate and coordinate in-kind
contributions of securities. We are not an investment adviser, broker-dealer,
law firm, or accounting firm, and we are not registered as any of those.
Nothing on this site is investment advice, a recommendation to buy or sell
any security, a legal opinion, or tax advice. We do not solicit securities
transactions, recommend funds, or receive transaction-based compensation.
Fund information on this site is provided by third parties and has not been
independently verified. It is not an offer to sell or a solicitation to buy
shares of any fund. Investors should read a fund's prospectus or summary
prospectus carefully before investing. All investing involves risk, including
possible loss of principal. Past performance does not guarantee future results.
Section 351 exchanges are complex and fact-specific. A qualifying exchange
defers tax. It does not eliminate it. Cost basis and holding period carry
over to the fund shares, so a later sale can trigger previously deferred
gains. Qualification depends on strict diversification and control
requirements, and there is no guarantee any transaction will qualify. Tax
treatment is also subject to change in law or regulation. Consult a qualified
tax advisor and legal counsel before contributing assets in reliance on
Section 351.
