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Uploading Records to CBRS

As an alternative to using the Transaction Input pages of the CBRS web interface (see Creating CBRS Transactions), you can submit your cost basis records to CBRS by entering your asset and tax lot records into a Microsoft Excel spreadsheet, and then uploading that spreadsheet to CBRS through the DTCC Web Portal.

Notes:

  • Your spreadsheet cannot exceed 1000 rows.
  • CBRS supports MS Excel 2007 or later (.xlsx). Spreadsheets created with earlier versions may not work.

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See also CBRS User Guide and CBRS Documents