I have Schwab and Fidelity. Here is Fidelity:
The most direct way to find the purchase date for the shares you currently hold is by checking the Account Positions page, where the details of your "tax lots" are listed.
Here are the typical steps on the Fidelity website:
Log in to your Fidelity account.
Hover over "Accounts & Trade" in the main navigation.
Select "Account Positions" or just "Positions".
Find the stock you are interested in and click on its symbol (or expand the row).
Look for a tab or section called "Purchase History" or "Tax Lots". This section will break down your total shares into separate "lots," showing the purchase date (Trade Date), the quantity of shares, and the cost basis for each purchase.
Alternative Method: Transaction History
If you need to see all past transactions (including ones you've already sold or older activity), you can check the transaction history:
Hover over "Accounts & Trade".
Select "Activity & Orders" (or sometimes just "Activity"
.
You can filter this history by:
Selecting the correct account.
Choosing a date range (you may need to select a custom range to go back further than the default).
Filtering the Transaction Type to "Buys" (or "Purchases".
The most direct way to find the purchase date for the shares you currently hold is by checking the Account Positions page, where the details of your "tax lots" are listed.
Here are the typical steps on the Fidelity website:
Log in to your Fidelity account.
Hover over "Accounts & Trade" in the main navigation.
Select "Account Positions" or just "Positions".
Find the stock you are interested in and click on its symbol (or expand the row).
Look for a tab or section called "Purchase History" or "Tax Lots". This section will break down your total shares into separate "lots," showing the purchase date (Trade Date), the quantity of shares, and the cost basis for each purchase.
Alternative Method: Transaction History
If you need to see all past transactions (including ones you've already sold or older activity), you can check the transaction history:
Hover over "Accounts & Trade".
Select "Activity & Orders" (or sometimes just "Activity"
. You can filter this history by:
Selecting the correct account.
Choosing a date range (you may need to select a custom range to go back further than the default).
Filtering the Transaction Type to "Buys" (or "Purchases"
.
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