Cost Basis entry

Jennifer L Johnson

I'm adding my holdings and it didn't give me a chance to enter cost basis which my statement does have. I can't figure out how to go back and do an edit to add the cost basis. Thanks 

Jim_Harman

If you are adding the holdings using a Shares Added transaction, you can provide or edit the cost basis by providing the purchase date and total cost (cost basis) or price per share. Each Added transaction will create one tax lot for the security.

Jim_Harman

If you are adding the holdings using a Shares Added transaction, you can provide or edit the cost basis by providing the purchase date and total cost (cost basis) or price per share. Each Added transaction will create one tax lot for the security.