Cost Basis

Access cost basis editing functions, including:

• Position Transfer Cost Basis: Specify cost basis for positions transferred into your account using ACATS, ATON or FOP position transfer methods.
• Forex Cost Basis: Update cost basis for your Forex balances as of December 31, 2009.

What is Cost Basis?

Cost basis is the original value of an asset and is generally used to determine the capital gain from a sale of securities.

To edit Position Transfer or Forex Cost Basis:

1. Select the EDIT button for the function you want to access.

Read More

• For complete descriptions of important tax-related issues, click here.