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CBRS Data Inquiry

You can perform Cost Basis Transaction Inquiries in two ways:

  • Quick Search: Specify a CBRS control number

  • Advanced Search: Enter a combination of search criteria

You can display only those transactions for which your firm is either the submitter or receiver.

The transactions that match your search criteria appear on the bottom half of the page. When a transaction has more than one asset, CBRS displays each asset on a separate row.

After displaying your search results, you can display details for specific assets and for the tax lots associated with those assets.

You may also perform a Cost Basis User Inquiry and search for a specific firm.

Expand the sections below to learn more about CBRS Data Inquiries.