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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: Steve Lamont who wrote (2713)1/15/2000 4:28:00 PM
From: Lynn  Read Replies (1) of 5810
 
Hell Steve,

This is one question I can help with because I just called Schwab about the very same question last week: I want to sell a few shares of a stock I bought in December rather than shares I have been holding of the same stock since 1986.

Schwab told me that I should telephone them and specify which shares I intend to sell I before I place my online sell order. Once I place the order, I should telephone them again, just as an added measure.

I asked what would happen should my sell order get filled in the minute or two between my placing the order and calling them back. They said--no problem, my original telephone call (which would be recorded) would be used to verify that I had specified the exact shares I had wanted to sell.

If your online broker is Schwab, this is all you have to do. If you use another online broker, I suggest giving them a call to see how they handle sales such as this.

Regards,

Lynn
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