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  • April 7, 2017 at 6:49 pm #676
    Joe Peldo
    Member

    If your firm utilizes Orion stored Cost Basis, in what scenarios do you use that over Custodial Cost Basis?

    August 2, 2017 at 10:57 am #2539
    Bradford Young
    Participant

    When we use a custodian for which there is no direct feed of cost basis. ByAllAccounts does not seem to be able to get cost basis info.

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