Position Transfer Cost Basis

Update the cost basis for positions transferred into your account using ACATS (Automated Customer Account Transfer Service), ATON (Account Transfer Online Notification), or FOP (Free of Payment). If you do not have any eligible position transfers, there is nothing to do here.

To update cost basis:

1. Enter the cost basis for each currency in the Cost Basis field. Enter the cost basis in the opposite sign of the Quantity. That is, if the quantity is a positive number, enter a negative cost basis.
2. Select CONTINUE to save your changes.