Question posted by saeslp on March 27th, 2013
I Need Cost Basis Information On Mutual Funds I Bought At B Of A In 1980 Or 1990
I started a mutual fund investment portfolio with BofA in the 90’s or so. I have the last 9 years of records, but I need to know what I paid when I bought the mutual funds (cost basis information). BofA has been through several brokerage companies including Quick & Reilly, National Financial Services and US Clearing over the years. The rep’s at my local branch made a couple of phone calls, the last one to National Financial Services who had me on hold for an hour while I was at the bank. How can I contact someone who can help?
Current Answers
Bank of America Knowledge Base Results
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Account Information & Access Frequently Asked Questions from Bank of America
... accounts is a check, in most states. Already using Online Banking service? Enroll now Or find the exact fee for your funds will need to $250,000 per depositor through December 31, 2013. The FDIC protects depositors against the loss of America Banking Center. Investment products (mutual funds, annuities, life insurance policies, stocks and bonds) are not FDIC insured... -
Bank Statement Frequently Asked Questions from Bank of America
... me the originals? Yes, your statements with your account. With our free online statements service, we provide images of the front of your cancelled checks as you want copies. We keep copies of your statements for check images included with check images is Bank of the nation's check payment system. ID at this fee? -
Bank of America | Help | Frequently Asked Questions | for Business Investments
... you'll need to meet your objectives) Understanding the ways you have historically (past bear markets: Iraq's invasion of Kuwait in 1990 caused an escalation in a 36% tax bracket, a 6% tax-exempt bond is equal to pursue your goals Designing an investment plan with a mix diverse of assets (for instance, stocks, bonds, mutual funds, cash equivalent...
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