Personal Finance (Not Investing) • ACATS from Merrill Edge issue

Did the proper cost basis transfer over as well?

I don’t think it had but as it’s an IRA, cost basis is a don’t care for me.

Cost basis gets posted later than the shares. Typical is a few of days. Any residual $ such as the sale for fraction shares or dividends comes across in dribbles and dabs.

Statistics: Posted by RetiredAL — Fri Mar 01, 2024 2:17 am — Replies 11 — Views 955

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