Description

The original price paid for an asset, plus or minus certain adjustments
Shares purchased after the applicable effective date as deemed by the IRS
Shares purchased prior to January 1, 2011 or their effective date as deemed by the IRS
The method used to calculate the cost of each share
The method used to determine which shares are depleted when shares are sold or transferred
Generally non-retirement brokerage accounts that receive IRS Form 1099
Retirement or other tax-exempt accounts
Provide high quality responses to cost basis and tax inquiries from internal reps and end clients
Research and adjustments of cost basis details that result in reportable transactions on the tax forms
Provide support for the electronic and paper transmission of cost basis information
Evaluate phone and processing interactions to ensure the highest level of quality
When a customer transfers shares into Fidelity from an outside brokerage firm, the sending broker often transmits cost basis information to Fidelity
The cost basis team processes requests that are too large for entry by customers, PI phone representatives, IWS advisors, and NF correspondents
This reflects the quantity of shares in the tax lot
This is the date the shares were acquired
Available for PI customers on Fidelity.com and typically the easiest and most consistent format for receiving customer provided basis
Lengthy image attachments that are in a spreadsheet form may be converted to an excel spreadsheet using a special software
Allows you to add each lot in columns A through C
The mainframe system that is used when needing to review account information
Used to locate the account owners, registration type, establishment date, and other details
Used to review 18 months of historical transaction details
Used to view positions currently held
The place where cost basis information is stored
Displays financial events affecting the cost basis of the position
Displays events that affect CB of the position and can be used to find share quantity or position basis at a certain point in time
These accounts represent an older record keeping system used to track Fidelity Funds
Request to research mutual funds
A request to research any other security
These accounts are similar to brokerage accounts in that they can hold multiple securities, but they are entirely made-up of Fidelity Funds
You can search a SAS account directly in TASView by changing the Query Type to this

Customize
Add, edit, delete clues, and customize this puzzle.

Frequently Asked Questions

What is a crossword?

Crossword puzzles have been published in newspapers and other publications since 1873. They consist of a grid of squares where the player aims to write words both horizontally and vertically.

Next to the crossword will be a series of questions or clues, which relate to the various rows or lines of boxes in the crossword. The player reads the question or clue, and tries to find a word that answers the question in the same amount of letters as there are boxes in the related crossword row or line.

Some of the words will share letters, so will need to match up with each other. The words can vary in length and complexity, as can the clues.

Who is a crossword suitable for?

The fantastic thing about crosswords is, they are completely flexible for whatever age or reading level you need. You can use many words to create a complex crossword for adults, or just a couple of words for younger children.

Crosswords can use any word you like, big or small, so there are literally countless combinations that you can create for templates. It is easy to customise the template to the age or learning level of your students.

How do I create a crossword template?

For the easiest crossword templates, WordMint is the way to go!

Pre-made templates

For a quick and easy pre-made template, simply search through WordMint’s existing 500,000+ templates. With so many to choose from, you’re bound to find the right one for you!

Create your own from scratch

  • Log in to your account (it’s free to join!)
  • Head to ‘My Puzzles’
  • Click ‘Create New Puzzle’ and select ‘Crossword’
  • Select your layout, enter your title and your chosen clues and answers
  • That’s it! The template builder will create your crossword template for you and you can save it to your account, export as a word document or pdf and print!

How do I choose the clues for my crossword?

Once you’ve picked a theme, choose clues that match your students current difficulty level. For younger children, this may be as simple as a question of “What color is the sky?” with an answer of “blue”.

Are crosswords good for students?

Crosswords are a great exercise for students' problem solving and cognitive abilities. Not only do they need to solve a clue and think of the correct answer, but they also have to consider all of the other words in the crossword to make sure the words fit together.

Crosswords are great for building and using vocabulary.

If this is your first time using a crossword with your students, you could create a crossword FAQ template for them to give them the basic instructions.

Can I print my crossword template?

All of our templates can be exported into Microsoft Word to easily print, or you can save your work as a PDF to print for the entire class. Your puzzles get saved into your account for easy access and printing in the future, so you don’t need to worry about saving them at work or at home!

Can I create crosswords in other languages?

Crosswords are a fantastic resource for students learning a foreign language as they test their reading, comprehension and writing all at the same time. When learning a new language, this type of test using multiple different skills is great to solidify students' learning.

We have full support for crossword templates in languages such as Spanish, French and Japanese with diacritics including over 100,000 images, so you can create an entire crossword in your target language including all of the titles, and clues.