I am having two difficulties with Charles Schwab:
1. I am getting an error that reads:
"Cost basis accuracy cannot be guaranteed fo the client-provided data or securities transferred to Schab."
I called Schwab and they were thoroughly unhelpful.
2. I am unable to enter a second set of credentials (my wife's) to get her information.
I went with Delux this year, is it worth getting Premier? All said I am only reporting total sales around $1500 or less.
