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2971 Published sally.tanner 01/26/2023 - 12:38 01/26/2023 - 12:39 published by sally.tanner -01/26/2023 - 12:39 /card/see-what-you-get-schwab

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  • See what you get at Schwab.

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2966 Published sally.tanner 01/26/2023 - 12:30 01/26/2023 - 12:33 published by sally.tanner -01/26/2023 - 12:33 /card/get-answers-to-your-questions

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  • Get answers to your questions.

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2961 Published sally.tanner 01/26/2023 - 12:26 01/26/2023 - 12:28 published by sally.tanner -01/26/2023 - 12:28 /card/set-up-your-new-schwab-login-id-info

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  • Set up your new Schwab Login ID info.

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2951 Published john.pollard 01/20/2023 - 15:38 01/24/2023 - 12:03 published by john.pollard -01/24/2023 - 12:03 /card/1-go-to-accounts-history-realized-gainloss-0

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2956 Published john.pollard 01/20/2023 - 15:38 01/23/2023 - 15:43 published by john.pollard -01/23/2023 - 15:43 /card/2-you-can-search-by-symbol-or-select-date-range-to-view-your-closing-transactions-0

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2946 Published john.pollard 01/20/2023 - 11:34 01/23/2023 - 15:40 published by john.pollard -01/23/2023 - 15:40 /card/4-cost-basis-method-has-been-updated-to-specified-lots-you-can-now-proceed-to-reviewing-0

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  • 4. The cost basis method has been updated to Specified Lots. You can now proceed to reviewing the trade order.

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    • This is an example of a Schwab trading ticket showing the cost basis method updated to Specified Lots.

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2941 Published john.pollard 01/20/2023 - 11:34 01/23/2023 - 15:39 published by john.pollard -01/23/2023 - 15:39 /card/3-enter-quantity-shares-specified-lots-that-need-to-be-closed-then-select-update-0

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  • 3. Enter the quantity of shares of the specified lots that need to be closed, then select Update.

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    • This is an example of a Schwab trading ticket expanded to show the Specified Lots allocations.

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2936 Published john.pollard 01/20/2023 - 11:34 01/23/2023 - 15:33 published by john.pollard -01/23/2023 - 15:33 /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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    • This is an example of a Schwab trading ticket where Specified Lots is selected.

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2931 Published john.pollard 01/20/2023 - 11:34 01/23/2023 - 15:32 published by john.pollard -01/23/2023 - 15:32 /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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2926 Published john.pollard 01/20/2023 - 11:34 01/23/2023 - 15:22 published by john.pollard -01/23/2023 - 15:22 /card/1-on-trading-ticket-select-cost-basis-method-1

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