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Regarding the inability to get the correct information for cost basis in Fidelity Accounts

Robert345678

I just started a trial with [removed competitor mention]. They are able to pull all the relevant information and establish the cost basis without any apparent issues.

I would strongly recommend you solve this problem before you start losing business over it.

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Coach Natalie

@Robert345678, thanks for sharing this feedback!

We understand how important accurate cost-basis information is, and we appreciate you bringing this to our attention. We have an ongoing alert for the Fidelity cost-basis issue, which you can follow here for updates:

https://community.simplifimoney.com/discussion/16715/ongoing-7-7-26-fidelity-investment-accounts-displaying-incorrect-cost-basis

Thanks again for the feedback!

Robert345678

I am following it and there has been no indication that anything is being done about this.