I could be wrong but I don’t think they have apex accounts anymore. My apex margin account as well as DW’s were both supposed to be migrated to omnibus back in January or February when I closed both.How do I know if I have apex or omnibus?I don't have an open Webull account, but when I did, I found this article to be somewhat helpful.OK, so I opened a Webull account and my assets transferred in. Perhaps some kind Boglehead can point me to where I can see the basis of my ETFs? I spent a long time looking. Thanks.
https://www.webull.com/help/faq/10810-W ... nto-Webull
I'd start by reviewing the profit and loss data in the app. Does the profit and loss calculation look correct, based on what you transferred in? Or is it calculating the P/L based on the closing price the day the transfer occurred? If it's been 7-10 business days since transfer and the P/L is still using the closing price on the day of transfer, they may not have your cost basis.
You can ask support to provide a spreadsheet with the individual tax lots details. Unless they've changed recently, you cannot view tax lot details in the app or the website for Omnibus clearing. If you have Apex clearing, you should be able to view tax lot details at Apex.
Statistics: Posted by need403bhelp — Wed Aug 21, 2024 9:26 pm — Replies 8837 — Views 1639190