Total Transactions Processed
325M+
PROVEN ACCURACY
Shareholders have questions. NETBASIS provides Answers.
Access to Complete Historical Data
What If I Bought My Shares Before 2011? Netbasis provides access to complete historical pricing and data going back as far as 1925, ensuring shareholders have access to the information they need for accurate reporting.
Clarity on Complex Corporate Actions
How Do I Adjust for the Corporate Events that Happened To My Stock? Netbasis automatically adjusts for dividends, spin-offs, stock splits, mergers, and events which are displayed in a detailed report. This ensures accuracy and reduces the risk of manual errors.
Personalized Support
How Do I Get Help With Understanding My Cost Basis? Our team of trained specialists prioritize individualized customer support for cost basis questions or need step-by-step guidance.
Simplified Calculation Process
How Do I Calculate My Adjusted Cost Basis? Netbasis simplifies the complicated task of adjusting the original price for complex corporate events, cash mergers and liquidations in seconds.
Dividend Tracking
What if I don’t have my dividend history? Netbasis has the complete history for dividends reinvested and dividends received as cash.
Systematic Reinvestment
How to I Calculate My Cost Basis When I Purchased Shares Every Month for Over 20 Years? Netbasis Systematic Reinvestment tool allows you to recreate each purchase by entering a minimal amount of information.
Although many issuing companies have moved their cost basis/tax reporting needs to their transfer agent, they often fall short in effectively assisting shareholders; leaving them to navigate the complex and error-prone process on their own, to potentially incur tax penalties or miss opportunities to optimize their tax positions.
Transfer Agents:
- Only provide cost basis and investment history from 2011 going forward — "covered" securities.
- Do not provide "non-covered" cost basis on the 1099-B form, although it is required to accurately calculate the gain/loss required by the IRS.
- Do not provide comprehensive tracking of all cost basis adjustments, such as splits, mergers, dividends, and other corporate actions, over the lifespan of an investment.
The Netbasis Shareholder Program delivers a seamless cost basis experience, benefiting both issuing companies and their shareholders:
- The Gap Left by Transfer Agents creates frustrated shareholders. Netbasis bridges this gap with accurate, automated calculations.
- Reduced Investor Relations Strain by redirecting cost basis inquiries to Netbasis, leaving investor relations teams to focus on core priorities.
- Shareholders Receive Unlimited Customer Support and expert assistance, ensuring shareholder needs are met without adding pressure on company resources.
- Netbasis provides historical pricing going back as far as 1925 and automatically adjusts for all corporate actions and dividend adjustments with precision, enhancing shareholder confidence.
This program minimizes shareholder frustration, fills critical service gaps, and elevates your company’s reputation as a shareholder-focused organization.
Our award winning application is backed by
user-friendly customer
support.
There are tool tips for every feature.
Netbasis takes you step-by-step through each of its features which enable users to understand how to best use the application.
Have a question? Ask our help desk.
Any time you have a question, you can simply reach out to a Netbasis professionals with our interactive help desk. We've integrated an in-app message center for your convenience.
Your personalized AI assistant.
If you have a question about the application, have a chat with NetbasisAI. You will get quick comprehensive answers about the Netbasis application.
Some of our Awards and Recognitions
Networth Products & Services Featured in
Advanced Security
512 Bit
AES ENCRYPTION
Years of Service
25 Years
THE POWER OF RELIABILITY
Securities Covered
115K+
EQUITY & DIGITAL ASSETS
Help your shareholders navigate complex corporate actions.
Properly adjusting for complex corporate actions, such as liquidations, cash mergers, spin-offs, or reorganizations, is critical for shareholders to maintain accurate records and meet tax obligations. These events can significantly impact the cost basis of shares, creating confusion and increasing the risk of errors if not handled correctly.
Help your shareholders navigate complex corporate actions.
Properly adjusting for complex corporate actions, such as liquidations, cash mergers, spin-offs, or reorganizations, is critical for shareholders to maintain accurate records and meet tax obligations. These events can significantly impact the cost basis of shares, creating confusion and increasing the risk of errors if not handled correctly.
Providing Reliable Investment Tax Solutions for over 25 Years
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Discover how Netbasis can service your shareholders.
Ready to learn more about the Netbasis solution? We invite you to explore the power of Netbasis and discover how our variety of investment tools can service your shareholders.
Contact us today to schedule a demo or to learn more about the Netbasis application.
mdiaz@netbasis.com
+1-602-222-6380
Contact us today to schedule a demo or to learn more about the Netbasis application.
mdiaz@netbasis.com
+1-602-222-6380