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by Djantonnyc
Thu Jul 11, 2019 9:06 pm
Forum: Personal Investments
Topic: Chase YouInvest cost basis method
Replies: 44
Views: 5985

Re: Chase YouInvest cost basis method

I transferred out to fidelity and the transaction ledger carried over and fidelity kept the specID cost basis for me. Only good news from YouInvest (and that's due to some regulatory protocol). Did you previously tell Chase to update to SpecID (only showing "c" in the footnote and not "ac")? When I...