Etrade (now Morgan Stanley)
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Created by: Christopher Le
Modified on: Thu, 19 Sep, 2024 at 4:13 PM
Tax reports for gains/loss:
- AT WORK > MY ACCOUNT > GAINS & LOSSES
- AT WORK > MY ACCOUNT > STOCK PLAN CONFIRMATIONS
DIVIDEND INCOME
- PORTFOLIO > ESTIMATED INCOME
- ACCOUNT > TRANSACTION HISTORY
Other (but not useful for tax)
- ACCOUNTS > DOCUMENTS > STATEMENT
- ACCOUNTS > DOCUMENTS > TRADE CONFIRMATIONS
- For the client statement - see Trent September 2023 statement:
- do not use figure shown on page 8 - whilst it shows the correct cost for ESP in full, it does not show the cost for the RESTRICTED SHARE PLAN + doesn't show discount.
- do not use figure shown on page 9 - that shows market value
Christopher is the author of this solution article.
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