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Have a single stock investment in Robinhood(RH) that I want to move over to Fidelity (F), mainly because fidelity allows me to select the specific lots that I want to sell. RH follows FIFO. Question- Does anyone know if the stock when moved from RH to F will carry over with info on individual batches (different purchase dates and prices)? TC- $350k, IC5, Non OCI@Oracle
RH only does FIFO for tax purposes?
You can save the info from Robinhood just in case.
Have you tried contacting support to see if they can help you with batch selection?
Support can help with this. Lot selection is heavily requested and in the works 🙏
Yes.
Thanks