Cost Basis
Provided by GainsKeeper
GainsKeeper


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The cost basis information TD Ameritrade provides for tax-exempt accounts is for client use only. TD Ameritrade will not report cost basis information on tax-exempt accounts to the IRS.

**Important Disclaimer: Intraday data is delayed at least 20 minutes. GainsKeeper® service and performance reporting is offered and conducted by Wolters Kluwer Financial Services, Inc. (“WKFS”) and is made available by TD Ameritrade for general reference and educational purposes only. TD Ameritrade is not responsible for the reliability or suitability of the information. However, TD Ameritrade is required to provide accurate tax lot basis information in connection with 1099-B reporting for "covered" securities and uses the services of the GainsKeeper system in so doing. TD Ameritrade is solely responsible for the accuracy of tax lot basis information it makes available to its clients for “covered” securities, whether through the Gainskeeper system or otherwise. TD Ameritrade does not provide tax advice. You may wish to consult independent sources with respect to tax lot and performance reporting. The GainsKeeper service and the financial information and research it provides, including but not limited to market data, tools, analysis, services and commentary (collectively, “Information”), are subject to and expressly conditioned on, your acceptance of the GainsKeeper Terms of Usage, including future revisions. Your use of the Information constitutes your acceptance of the GainsKeeper Terms of Usage. Access to and use of the GainsKeeper service and other information is also governed by the TD Ameritrade Client Agreement. TD Ameritrade and WKFS are separate, unaffiliated companies and are not responsible for one another's services or policies.

GainsKeeper is the registered trademark of Wolters Kluwer Financial Services, Inc.

GainsKeeper is a product offered by Wolters Kluwer Financial Services (“WKFS”). WKFS does not provide tax advice. No portion of this web page or report can be construed as tax advice and is not intended or written by WKFS to be used as tax advice. Recipients should consult their own tax advisors.

WKFS relies on data from a variety of sources and such data is not verified by WKFS. WKFS is not responsible for inaccuracies in its calculations that directly or indirectly result from incorrect or inaccurate data. In cases where data is incomplete or insufficient, WKFS may make various assumptions in order to make calculations.

The data reported by WKFS on web pages or in reports do not necessarily take into account potentially important considerations to specific persons or entities. All information provided by WKFS must be considered by users in light of their specific circumstances and judgment as to applicability and correctness, and in light of any subsequent developments and/or other events. WKFS determinations and calculations are based on our understanding of the tax law as available and in effect as of the date of the design of the currently implemented WKFS system. Such tax law is subject to change, possibly with retroactive effect, and such changes may not be taken into account by WKFS.

WKFS performs calculations that are affected by investor elections, including elections that relate to special tax calculation rules for debt instruments. WKFS does not verify that elections have been properly made or revoked. WKFS makes no representation or warranty as to the correctness, accuracy or completeness of any investor election or revocation of election, tax classification, amount, or other determination and assumes no liability for damages resulting from elections or revocation of elections, determinations of taxability, tax classification, or other attributes, including any collateral or consequential damages including but not limited to taxes or tax related penalties, nor does it provide any assurance of the accuracy of any data used to make such determinations.