YourOldMoney’s lost cost basis solution is the only SEC compliant product to combine a cost basis calculator with client acknowledgment documentation.
Our solution provides investors and their advisors with an independent third-party evaluation of lost cost basis that is generated from client provided data and approved by the client in writing.
Investors benefit by having a document detailing the history of the purchase, which they can sign to approve.
How do you detail a security's history and find your cost basis?
Using the information you have, YourOldMoney searches back through time (including stock splits, mergers, and dividend reinvestment) to document your cost basis. YourOldMoney combines cost basis calculations with an investor acknowledgment, streamlining the process, and in compliance with the SEC.
Pricing starts at $20.00. It's easy - start now.
Get started with YourOldMoney and find your old money!
For Individual Investors
YourOldMoney is a guided 3-step process.
For Financial Professionals
YourOldMoney Professional offers full functionality and generates detailed spreadsheets.
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