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Log in to view information about how to access and use the CBRS system, which helps you mitigate costs and operational risk when moving cost basis information.
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CBRS Tax Lot Input (T) - DATATRAK SYSID: Production 36708 / PSE 46708
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Cost Basis Asset Input (A) - DATATRAK SYSID: Production 36708 / PSE 46708
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Cost Basis Reporting Service (CBRS) User Guide
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CBRS Transaction Output MRO - AutoRoute Production ID: 02400264 / PSE 02980264
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CBRS Daily Deposit Web Output File for Transfer Agents – AutoRoute Production ID: 02401649 / PSE 02981649
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CBRS Daily Deposit Transfer Agent File for Data Transmission Facility (DTF)
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CBRS Frequently Asked Questions
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Manual Transfer Statement Example
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Manual Cost Basis Template Rules and Best Practice Guide
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Manual Cost Basis Transfer Statement
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Cost Basis User Master File MRO – AutoRoute Production ID: 02561666
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CBRS Application Output Header and Trailer
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