What can we help you with?

How do I use the Cost Basis Look Up Tool? Why is there other securities listed in "Get Cost Basis"? How can I get a detailed report of my Cost Basis? How do I use the Dividend Look Up tool? Can I look up dividends for multiple securities? What kind of information is in the Dividend Details? How do I use the Inheritance Look Up tool? What are the two dates listed in the Inheritance Details? How do I use the Sales Amount Look Up tool? What information is in the Sales Amount Details? How do I use the Gift Valuation tool? How do I enter information about the Gift? How do I enter the Donor’s Cost Basis? How do I enter the Recipient’s Sale of Shares?