YOUR PATH TO FINANCIAL WELLNESS
Financial literacy helps individuals become self-sufficient so that they can achieve financial stability. The behaviors and attitudes a person possesses about money are applied to his or her daily life. Financial education is the foundation to achieving overall financial health and well-being.
eSHAREHOLDER TOOLS AND RESOURCES
Displays Investment Positions
Tracks New Shares Earned and Shares Sold
Determines Market Value for Shares
Retrieves and Tracks Cost Basis
Calculates Gains/Losses in Report Form
Calculates and Produces Dividend Report
Tax Optimization Tool to Identify Most Effective After-Tax Sales Method
Produces a Tax Lot Relief Letter to Initiate Sales of Company Shares
Obtains Data from the Transfer Agent Making the Process Easy and Seamless
Provides for Automatic Transaction Alerts on any Developing Changes Regarding the Company or Stock
Maximize Your Investment Profits By Accurately Calculating Your Adjusted Cost Basis
Determines the adjusted cost basis for virtually any security traded in US regardless of its history of capital changes.
Complex corporate actions
Adjusts for stock splits, mergers, dividends reinvestments
Covers wide range of securities including: NYSE, NASDAQ, and other major exchange, ADRs, closed-end funds, REITs, OTC securities (Bulletin Board and Pink Sheets), UITs, mutual funds, and debt instruments such as options and bonds.
Capture and track lot shares acquired under myriad circumstances, including: reinvestment, employee stock option and other stock plans, voluntary cash purchases, transfer of ownership, cash or stock dividends, and corporate events.