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Checking Cost Basis
Want to avoid surprises when it's time to prepare your investment club taxes? Here's a link to a new help topic which includes a video showing you how to check your cost basis during the year:

Checking Cost Basis

Anytime you have a sale, you can confirm that the gains/losses shown in bivio agree with what your broker shows. The sooner you find any discrepancies, the more time you'll have to work through any issues!


Laurie Frederiksen
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