Pull cost data from your Vanguard account

When moving and reassessing your investment accounts, we want to make sure we are doing so in the most tax efficient way.

Knowing your cost basis (what you originally paid for an investment) is important for understanding potential gains that could affect your taxable income when sold. Here’s how to locate this information in your Vanguard account:

1. Log in to your Vanguard account
   • Go to www.vanguard.com and enter your username and password.
2. From your dashboard, click the Portfolio tab at the top left and click "Cost Basis"

3. On the Cost Basis page, navigate to the middle of the screen under your managed accounts section and click "Export" and the file should download to your computer.

4. Once you have downloaded the .csv file, you will want to upload it to your client portal for your planner to review.