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What is cost basis and where can I access it?

The cost basis is the original value of your stock, for tax purposes. 

Here's how to access your cost basis:

For LOYAL3 account holders

  1. Log into your LOYAL3 account
  2. Click “View Performance”
  3. Your cost basis is listed as ”Amount Invested"

 For Stock Rewards account holders

  1. Log into your Stock Rewards account
  2. Click the menu icon in the top left-hand corner
  3. Select "Statements & Forms" in the drop-down menu
  4. Your cost basis will be shown on your statements
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