Resources
Investment Recordkeeping Guides
Educational articles for long-term investors, people who changed brokers, and anyone assembling document-backed ownership history. These guides are not tax, legal, or investment advice.
Updated 2026-07-24
What to Do If Your Brokerage Is Missing Cost Basis
A practical, non-advice checklist for investors when cost basis is missing from a brokerage account, and how organized source documents can support later review with a tax professional.
Read articleUpdated 2026-07-24
How to Reconstruct Investment History From Old Brokerage Statements
A document-first workflow for rebuilding a clearer ownership timeline from years of brokerage statements and related PDFs—without treating software as automatic recovery.
Read articleUpdated 2026-07-15
Brokerage Transfer Checklist: Documents to Keep After ACATS
Documents investors often retain after a broker-to-broker transfer so ownership history and tax-lot context are easier to reconstruct later.
Read articleUpdated 2026-07-15
Cost Basis After a Broker-to-Broker Transfer: Why Records Get Lost
Why cost basis can look incomplete after changing brokers, what documents help, and how local document organization differs from tax filing software.
Read articleUpdated 2026-07-16
How to Organize Inherited Investment Records for Review
A practical, non-legal checklist for heirs and executors gathering brokerage statements, transfer documents, and related PDFs so investment history is easier to review with professionals.
Read articleUpdated 2026-07-16
Organizing DRS and Brokerage Transfer Records
How to keep direct-registration advices, broker statements, and transfer notices together so ownership and movement history is easier to reconstruct from documents you already have.
Read articleUpdated 2026-07-24
Preparing Investment Records for Your CPA
A practical guide to organizing brokerage statements, transfer paperwork, and confirmed events before you meet with a tax professional—so their time goes to judgment, not sorting.
Read articleUpdated 2026-07-24
Investment Vault Is Not a Portfolio Tracker
A direct explainer on the difference between live portfolio tracking and document-based ownership-history reconstruction—and why Investment Vault deliberately does the second, not the first.
Read article
Free tools
Useful starting points for organizing records
Missing Cost Basis Reconstruction Checklist
An evidence-oriented checklist and decision tree for incomplete historical investment records.
Open resourceClient Document Checklist for Incomplete Historical Cost Basis
A professional-facing handoff checklist for CPAs and tax professionals.
Open resourcePrefer a product workflow?
Investment Vault helps you import supported statements, review extracted events, and build a source-linked history locally on your device.