Tax Information

Cost basis

At tax time, you will need to determine your cost basis to report capital gains taxes to the IRS. To help you calculate this information, we have partnered with NetWorth Services, Inc., to provide a web-based, cost-basis calculation service called NetBasis. There is a charge for this service. Fee information can be found on the NetBasis website.

To use NetBasis, you will need to supply the following information:

NetBasis then will be able to supply you with your cost basis, gain/loss and sale proceeds, and current status of your investment.

*Records for unregistered shares (those held in a brokerage account) are maintained by your brokerage firm.

Account History Request

Use this form to request your transaction history. You will receive your information by U.S.mail. We strive to complete all requests within five business days. Missing or incomplete information may delay the process.

All fields are required.