Watch How the Power of Netbasis Can Help You Save Taxes!
We are excited to introduce the next generation of our award-winning Netbasis application. This new, state-of-the-art version boasts faster processing capabilities and an enhanced data verification process.
"What Information Do I Need To Start Using Netbasis?"
Netbasis has your security’s corporate actions (splits, mergers, spin-off, etc), pricing and dividend information. Netbasis requires only a minimum amount of information from you to calculate your cost basis. After identifying the original security you acquired, you just need to enter the following information:
Enter the date(s) for shares you acquired (purchased, inherited or received in a spin-off). Then enter the date(s) for the shares you sold.
Amount of Shares
Enter the number of shares for every acquisition. Then enter the number of shares for every sale.
You don’t have to enter every dividend. Click “Yes” if you reinvested dividends for the entire holding period or enter the start or end dates.
Take Netbasis for a Spin!
Come take a quick test drive! You can freely search securities along with their CUSIP, ticker, start and end date. In addition you can try out all the features in our Trade Activities UI. If you need a full comprehensive cost basis report, we help price options ranging from single report up to unlimited usage. Experience the future in cost basis reporting & analysis.
Built on 20 Years of Trust
Here are some of our shareholder clients:
Netbasis contains all of the pricing and dividend history including all splits, mergers and any other corporate action. You will need to provide your personal purchase and sale history. This information can often be found on several types of investment documents including: broker and transfer agent statements, and your 1099B statement. If you have questions please email us or call us at 1-888-802-2747.