The Top Transfer Agencies in the Industry use Netbasis

Netbasis is pleased to work with Computershare and it’s customers as a leading cost basis provider.

Netbasis will easily calculate your adjusted cost basis for all your Computershare managed holdings even with limited/missing investment information for positions going back as early as 1925.

Save Time. Save Money.

A National Poll by Financial Planning Digest reported that over 90% of Certified Public Accountants still calculate cost basis manually when securities have an extensive history.

  • Average Calculation Time per Security:  1 hour
  • Billable Hourly Rate Can Range From:  $200.00 – $250.00
  • Unlimited Amount of Trade Activity allowed per Calculation:  Expensive
  • Average Calculation Time per Security:  5 minutes
  • Cost Basis Calculation Cost:  $30.00
  • Unlimited Amount of Trade Activity allowed per Calculation:  Still $30.00
Netbasis application laptop

 All You Need to Get Started:

  1. The purchase date
  2. The number of shares ( or dollar amount ) you sold
  3. The sales dates
Explore Netbasis For Free

A Netbasis cost basis report will provide you with:

  • The information and documentation needed to calculate your capital gains for tax purposes
  • An historical reconstruction of your investment including all corporate actions and dividend re-investments
  • The ability to optimize your tax strategy by selecting from a variety of sale methods
  • Pricing and corporate actions for your securities

Netbasis contains all of the pricing and dividend history including all splits, mergers and any other corporate action. You will need to provide your personal purchase and sale history. This information can often be found on several types of investment documents including: broker and transfer agent statements, and your 1099B statement.

If you have questions please email us or call us at 1-888-80-BASIS (22747)