Basis etc - very poor handling

cookie87's Avatar


17 Jan, 2021 09:58 PM

Hi all, when will MD invest in getting better at managing more complex investment transactions like name changes, share class exchanges, mergers, spin offs etc. I cannot use MD to understand capital gains or cost basis as a result. At a minimum, can you at least post clear instructions somewhere on the site on the recommended way to do such transactions? All the other stuff is great, but you've made NO material improvements in investment management in at least 5 years!


  1. System closed this discussion on 18 Apr, 2021 10:00 PM.

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