Considerations
If your brokerage was unable to provide the acquisition date and/or cost for the securities you purchased prior to registering for this service, use this page to enter this information for each security listed.
Procedure
To enter the Acquisition Date and/or Cost from the Check-Up page:
Click the Show button next to the Baseline positions are missing purchase data alert. The Initial Baseline Process page displays.
For each position, enter the Purchase Date and/or Total Cost and click Save. If the shares were a result of multiple purchase transactions with different acquisition date and cost, click the Break out by Lot button.
To leave this page, click the I'll Finish Later button and you are returned to the main Check-Up page.
Example
Click here to view an example of the Initial Baseline Process page.
