Q. Why use ePortfolio Manager?

Q. What is the difference between an ESPP User account, a Premium User account and a Professional User account?

Q. How do I import my investment accounts into ePortfolio Manager?

Q. Is ePortfolio Manager secure?

Q. What if my ESPP company or investment broker isn’t supported?

Q. Can ePortfolio Manager prepare my 8949 and Schedule D Form?

Q. How can ePortfolio Manager help with sale planning?

Q. Some of the securities in my portfolio were transferred into my current account from a previous account.  Can ePortfolio Manager support this?

Q. How do I know if my cost basis has been adjusted for a corporate action?

Q. Can ePortfolio Manager calculate cost basis on Options and Bonds?