How do I get my cost basis information from BasisPro™ into my security history?

Considerations

When you get to the Cost Basis Results page in BasisPro™, you can record the baseline transaction by clicking the Record Transaction button. Once the transaction is recorded, it displays in your security history. If your account already contains a baseline transaction, you can also overwrite the transaction by selecting the Yes, overwrite existing transaction checkbox. Click here for more information on how to use BasisPro™.