Investor Help (NO Ihub questions)

[ottoman]

ugh. yes, You can log into the web-based Schwab account and sell them that way. Not much comfort I'm sure.

Go to positions, There is a little drop down menu just to the right of the stock symbol. Pull down that menu and choose sell all shares.

A "Snap ticket" pops up on the right. Go down to Cost basis method. Click on the "first in, first out" link (that's what my default is).

Scroll down to "Specified Lots"

It should show every lot of shares, and the purchase date. You can input the amount of each lot you wish to sell

EDIT: BY THE WAY, my StreetSmartEdge platform is still working this morning, although they said it would be disabled August 9. lol.