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Schwab issues reported by members.
This page is one step of our Stock Recovery Process. There is a link to the next step at the end of this page. If you haven't gone through the previous steps to determine which of six HP-related stocks you should have, start here: Employee Stock

(Updated Mar 29, 2022.)  Website operated by volunteers. Not officially endorsed or supported. Comments: info@hpalumni.org

Cost Basis. Can you correct your broker's records to include lot-by-lot cost basis data?
Schwab: "Cost Basis Fact Sheet"
https://www.schwab.com/public/file/P-5799523/SPSCostBasisFactSheet2022.pdf
Call them. "Want to confirm or adjust your current cost basis method? Talk with your Schwab Financial Consultant."
https://www.schwab.com/resource-center/insights/content/save-on-taxes-know-your-cost-basis

(We don't have any member reports yet as to how well this works in practice.)

Back to previous step Step 5. Admin/Broker Issues


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