How do I enter the cost basis for securities that downloaded with zero basis?
ZweigFinancial Member ✭
I have tried clicking on the cost of a security and nothing happens.
Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with the cost basis on your account. You should be able to do so by navigating to the register then selecting the transactions tab right above the security overview. From there find one of the transactions that is showing 0 cost basis and double click it. From there you should be able to enter the cost basis so that it's showing accurately in your register.
Here is also another article with more detail on the cost basis as well.
Let us know if this helps you out! If not we'll see what we can try next.
Tom Young SuperUser ✭✭✭✭✭DELETED. Did not notice the "Mac" notation and provided the answer to the Windows product. Might not be the correct answer for Macs.
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