Error at E-Trade gains and losses screen

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Topic Author
urban
Posts: 326
Joined: Wed Apr 14, 2021 12:36 am

Error at E-Trade gains and losses screen

Post by urban »

At the beginning of this year I did a TLH at E-Trade. The gains and losses tab in the portfolio screen was showing correct numbers for a while, but recently I found out that the gains and losses screen shows wrong numbers - actually, doubles them. Sometimes is flips back to normal, but most of the time the numbers are wrong.
The rep at E-Trade told me that they have a record of complains from other clients about this issue, and E-Trade has no estimated time to resolve it.

I was following other people complaining about E-Trade screwing up the tax reporting. It really gets me very concerned about my staying at E-Trade. They do a decent job at order execution, allow access to VG money market funds without any fees, and otherwise are not bad. But messing up with gains and losses reporting, and moving accounts to Morgan Stanley using wrong data to start with - does not look good.
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typical.investor
Posts: 5263
Joined: Mon Jun 11, 2018 3:17 am

Re: Error at E-Trade gains and losses screen

Post by typical.investor »

Yikes. That’d be a deal breaker for me and I’d move.
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