Rob ← Customer Feedback for Redtail Technology My feedback 1 result found Account Feeds - Cost Basis to show on feeds 6 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Redtail CRM » Accounts · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating An error occurred while saving the comment Rob commented · Sep 25, 2025 · Delete… I'd like Cost Basis to come over automatically with the Schwab integration Save Submitting... Rob supported this idea · Sep 25, 2025
Rob
Rob
supported this idea
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I'd like Cost Basis to come over automatically with the Schwab integration