Cost Basis lost - When Charles Schwab took over TD Ameritrade
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RWITT
Unconfirmed, Member ✭
When Charles Schwab took over Ameritrade the cost basis history didn't transfer and I have lost Gain/Loss calculations. Average cost is fine with me so just need an easy way to update the cost for all of them in one shot. Way too many transactions to change individually - goes back years. Seems with brokers consolidating and companies moving their administrators of 401k, Quicken should have a way just like adjusting share balance. Any help is greatly appreciated!
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Answers
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@RWITT the cost basis should have come over from Ameritrade to Schwab. The main discussion on how to make the switch in Quicken is here:
Quicken user since Q1999. Currently using QW2017.
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