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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2921	Published	john.pollard	01/20/2023 - 11:34	01/23/2023 - 15:24	published by john.pollard -01/23/2023 - 15:24	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2916	Published	john.pollard	01/20/2023 - 11:34	01/23/2023 - 15:22	published by john.pollard -01/23/2023 - 15:22	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2911	Published	john.pollard	01/20/2023 - 11:34	01/23/2023 - 15:20	published by john.pollard -01/23/2023 - 15:20	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2906	Published	john.pollard	01/20/2023 - 11:34	01/23/2023 - 15:19	published by john.pollard -01/23/2023 - 15:19	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2901	Published	john.pollard	01/20/2023 - 11:34	01/24/2023 - 12:01	published by john.pollard -01/24/2023 - 12:01	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2896	Published	john.pollard	01/20/2023 - 11:33	01/23/2023 - 15:16	published by john.pollard -01/23/2023 - 15:16	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2891	Published	john.pollard	01/20/2023 - 11:33	01/23/2023 - 15:14	published by john.pollard -01/23/2023 - 15:14	/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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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2886	Published	john.pollard	01/20/2023 - 11:33	01/20/2023 - 16:35	draft by sally.tanner -08/28/2023 - 15:51	/card/1-go-to-accounts-0

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1. Go to Accounts > Positions > Market Value.
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[Image] Where_to_find_cost_basis_image_1_0_0.jpeg

这是 Schwab.com 上「帐户」选项卡中导览部分的总体概览。

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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2881	Published	sally.tanner	01/20/2023 - 11:02	01/20/2023 - 11:03	published by sally.tanner -01/20/2023 - 11:03	/card/3-createeditdelete-0

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3. Create/edit/delete
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[Image] How-to-create-and-edit-watchlists_3_callout.jpeg

This is an example of the Edit watchlist functionality.

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Node ID	Moderation State	Created by	First Published	Last Published	Last Revision	URL Alias
2876	Published	sally.tanner	01/20/2023 - 10:59	01/20/2023 - 11:01	published by sally.tanner -01/20/2023 - 11:01	/card/2-manage-watchlists-0

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2. Manage watchlists
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[Image] How-to-create-and-edit-watchlists_2.jpeg

How-to-create-and-edit-watchlists_2

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