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This happened to me when I transferred to Schwab. Surprisingly it was Schwab the one that eased my mind. I called them and they put me through the cost basis de
by whoisjuan 5y ago
This happened to me when I transferred to Schwab. Surprisingly it was Schwab the one that eased my mind. I called them and they put me through the cost basis department which told me that RH basically has to prepare the cost basis manaually and
pass it to them/ They told me that it had been taking a while but that they were indeed receiving the Cost Basis for other customers.
So I just had to wait. Of course this sucks because it blocks you from selling, but it will eventually show up.
- xyzelement 5y agoDoes it actually block you from selling? I think you really need to have the cost basis figured out for tax time - you sure Schwab won't let you? Even with a manual request?