Cost basis adjusted, now what?

Cost basis adjusted, now what?

You receive this message from your broker with a list of accounts, dates and dividends: “Cost Basis Adjusted.  No Action Required. The following accounts’ cost basis was adjusted due to an action such as return of capital.” The notice may say...
Understanding income types in PortfolioCenter

Understanding income types in PortfolioCenter

Most brokers download the correct income type into PortfolioCenter; normally, you should not need to change the income type.  Here’s a simplified definition of the income types you typically see with equity and mutual fund positions. Dividend: This is the most...