Cap Gains & Distributions Rpts more useful with cusip

[modelerMike]

Using 'name' does not guarantee a unique robust mapping into IRS reports and across brokerage account statements ..... BUT CUSIP would !
Or at least it would be as long as the cusip does not change; no guarantee there unfortunately.

ModelerMike

"be a simple kind of man, be something you love & understand "
Lynrd Skynrd

[Mark]

Hi modelerMike,

Okay, thanks for the feedback.