> They need a total rewrite of all their customer facing software and web stuff,
They've done that. And now you can't sort by capital gain/loss per share when picking lots to sell.
They're also almost done forcing everyone into the brokerage side, which is less flexible with some things like reinvestment of dividends. On the nice side, it includes foreign dividend info on the 1099s so you don't have to find a separate document to get those percentages.
They've done that. And now you can't sort by capital gain/loss per share when picking lots to sell.
They're also almost done forcing everyone into the brokerage side, which is less flexible with some things like reinvestment of dividends. On the nice side, it includes foreign dividend info on the 1099s so you don't have to find a separate document to get those percentages.