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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2936	Published	john.pollard	02/17/2023 - 10:20	02/17/2023 - 11:13	published by john.pollard -02/17/2023 - 11:13	/zh-cn/card/2-then-select-specified-lots-as-cost-basis-method-order-0

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2. Then select Specified Lots as the cost basis method for the order.
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[Image] How_to_choose_specified_lots_image_2_1_0.png

This is an example of a Schwab trading ticket where Specified Lots is selected.

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2931	Published	john.pollard	02/17/2023 - 10:20	02/17/2023 - 10:34	published by john.pollard -02/17/2023 - 10:34	/zh-cn/card/1-on-trading-ticket-select-cost-basis-method-2

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1. On the trading ticket, select Cost Basis Method.
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[Image] How_to_choose_specified_lots_image_1_0_1.png

This is an example of a Schwab trading ticket where the cost basis method is set to First In First Out (FIFO).

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2921	Published	john.pollard	02/17/2023 - 10:07	02/17/2023 - 17:00	published by john.pollard -02/17/2023 - 17:00	/zh-cn/card/3-then-select-update-and-youll-be-returned-to-trade-ticket-to-complete-your-trade-0

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3. Then select Update and you'll be returned to the trade ticket to complete your trade.
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[Image] How_to_change_cost_basis_when_placing_a_trade_image_3_5_3.png

This is an example of the enter order process on Schwab.com, showing Last In First Out (LIFO) selected.

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2916	Published	john.pollard	02/17/2023 - 10:07	02/17/2023 - 17:00	published by john.pollard -02/17/2023 - 17:00	/zh-cn/card/2-next-choose-method-youd-like-to-use-0

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2. Next, choose the method you'd like to use.
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[Image] How_to_change_cost_basis_when_placing_a_trade_image_2_4.png

This is an example of the enter order process on Schwab.com, showing a wide range of cost basis method choices.

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2926	Published	john.pollard	02/17/2023 - 10:07	02/17/2023 - 17:00	published by john.pollard -02/17/2023 - 17:00	/zh-cn/card/1-on-trading-ticket-select-cost-basis-method-1

CONTENT

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1. On the trading ticket, select Cost Basis Method.
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[Image] How_to_change_cost_basis_when_placing_a_trade_image_1_4_0.png

This is an example of a Schwab trading ticket where the cost basis method is set to First In First Out (FIFO).

Detail
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Content Version
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CONTENT INFORMATION
Compliance Code
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Workfront Asset ID
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TAXONOMY

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Category
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Client Segment
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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2901	Published	john.pollard	02/17/2023 - 09:41	02/17/2023 - 14:37	published by john.pollard -02/17/2023 - 14:37	/zh-cn/card/1-go-to-service-account-settings-0

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1. Go to the profile icon > Account Settings.
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[Image] How_to_change_default_preferences_schwab.com_image_1_revised_1.png

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2906	Published	john.pollard	02/17/2023 - 09:41	07/18/2023 - 14:37	published by skadia.guzman -07/18/2023 - 14:37	/zh-cn/card/2-to-choose-your-default-preferences-select-edit-cost-basis-method-0

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2. To choose your default preferences, select Edit cost basis method.
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[Image] How_to_change_cost_basis_default_preferences_image_2_0_0.png

This is an example of how to view and edit the cost basis method.

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2911	Published	john.pollard	02/17/2023 - 09:41	02/17/2023 - 09:44	published by john.pollard -02/17/2023 - 09:44	/zh-cn/card/3-choose-your-preferred-method-and-select-update-0

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3. Choose your preferred method and select Update.
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[Image] How_to_change_cost_basis_default_preferences_image_3_1_1.png

This is an example of how to change the account default and finalize your preferred cost basis method.

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2896	Published	john.pollard	02/17/2023 - 09:30	02/17/2023 - 09:32	published by john.pollard -02/17/2023 - 09:32	/zh-cn/card/3-lot-details-will-be-displayed-separate-pop-up-window-0

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3. The lot details will be displayed in a separate pop-up window.
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[Image] Where_to_find_cost_basis_image_3_0.jpeg

This is an example of the lot details displayed in a pop-up window.

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ANALYTICS

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PUBLISHING INFORMATION

Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2891	Published	john.pollard	02/17/2023 - 09:27	07/18/2023 - 14:37	published by skadia.guzman -07/18/2023 - 14:37	/zh-cn/card/2-single-account-view-0

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2. Click on the dollar amount in the Cost Basis column to see lot details.
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[Image] Where_to_find_cost_basis_image_2.jpeg

这是「库存」页面的示例，其中包括「成本基础」栏。

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CONTENT INFORMATION
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TAXONOMY

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ANALYTICS

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