FAQ - Record Transactions

Considerations

Below is a list of the most frequently asked questions about recording transactions. Click any of the following links to view the resolution for the selected question.

• Average Cost

• Baselining

• Bonds

• Deposit & Withdraw

• Edit Transactions

• FIFO vs. Specific ID Sell Methods

• Foreign Securities

• Fractional Shares

• Gifting Shares

• Margin purchases

• Mutual Funds

• Options

• Other Security Types

• Stocks

• Security Symbol

• Symbol look up

• Trade Date

• Trader Status with Mark-to-Market Election