u/Dog_house_ventures

[removed]

Has anyone else ended up with investment records scattered across multiple brokerages?
I’ve been thinking about something that probably affects more retail investors than people realize.
Over the years, you move from one brokerage to another. Fidelity, Schwab, Robinhood, Computershare, E\*TRADE, wherever.
Eventually you have years of monthly statements, annual statements, trade confirmations, transfer records, tax documents and cost-basis information spread across different accounts, downloads, PDFs and old files.
The investments may have moved, but the complete history behind them becomes fragmented.
Then one day you actually need to answer simple questions:
Where did these shares originally come from?
What brokerage held them at the time?
What was the original cost basis?
Do I still have the statement that proves it?
Did every document make it through the transfer?
There really doesn’t seem to be one place where a retail investor can take all of those historical records, organize them chronologically, connect them to the investments they document, identify what is missing and preserve the complete history going forward.
Has anyone here dealt with this after using multiple brokerages?
How are you keeping track of everything?

Has anyone else ended up with investment records scattered across multiple brokerages?
I’ve been thinking about something that probably affects more retail investors than people realize.
Over the years, you move from one brokerage to another. Fidelity, Schwab, Robinhood, Computershare, E*TRADE, wherever.
Eventually you have years of monthly statements, annual statements, trade confirmations, transfer records, tax documents and cost-basis information spread across different accounts, downloads, PDFs and old files.
The investments may have moved, but the complete history behind them becomes fragmented.
Then one day you actually need to answer simple questions:
Where did these shares originally come from?
What brokerage held them at the time?
What was the original cost basis?
Do I still have the statement that proves it?
Did every document make it through the transfer?
There really doesn’t seem to be one place where a retail investor can take all of those historical records, organize them chronologically, connect them to the investments they document, identify what is missing and preserve the complete history going forward.
Has anyone here dealt with this after using multiple brokerages?
How are you keeping track of everything?