You can access your full cost basis and tax lot information for equities via our clearing firm, Apex Clearing. You will need to create an account with Apex Clearing directly to access this information.
To get started, find your brokerage Public account number:
On the web, tap the menu icon (≡) in the top right corner
Select Settings
You will see your account number under your name and username. Your account number should be 8 characters, with a combination of numbers and letters only (no hashtags or dashes)
Once you have your Public account number, you can follow the instructions to create a login with Apex Online.
How to access Apex Clearing:
Go to the Apex Clearing website.
Select Create User ID
Enter your Public Account Number
Fill out the rest of your information
After you’ve completed Step 5, select ‘Click here to start now
Login to your account using the email and password you just created
Once logged in, you can review your cost basis and tax lots by selecting Menu at the top, then ‘Cost Basis’
If you need further assistance, our Member Support Team is always here to help through the Public App chat or email at support@public.com.
Open To The Public Investing, member of FINRA and SIPC. This content is not investment advice. Investing involves risk of loss. Public does not provide tax advice. Please consult a tax advisor. See public.com/disclosures