by Krisan Marotta | Sep 14, 2013 | Cost Basis, KBO
Schwab Advisors: Have you requested that Schwab turn on the Original Issue Discount (OID) section of the 1099? This can be accomplished by filling out the “Cost Basis Enrollment and Preferences Form” and checking “Adjusted Cost for Fixed...
by Krisan Marotta | Sep 5, 2013 | KBO, SEC Audits
In the wake of recent security and privacy scandals, many managers are asking what else they could be doing to protect client data. While I am no security expert, here are are few quick & easy ideas to help you better protect client data. 1. Remove unnecessary...
by Krisan Marotta | Aug 29, 2013 | KBO, Reporting
Q.How do I adjust the columns on a PortfolioCenter report? The total number is ‘********’ instead of the number. A.PortfolioCenter replaces the numbers with ****** when the width of the column is too small for the font or the size of the number. To...
by Krisan Marotta | Aug 23, 2013 | KBO, Reporting
Q. How can I password protect a report I send to a client? A. First, a word of caution: some of my managers have been dinged in recent SEC audits for transmitting financial data through email. Long term, consider finding a secure alternative to sending...
by Krisan Marotta | Aug 13, 2013 | KBO, Reporting
In July Schwab Performance Technologies announced the likely end of eReports: We are informing you that Adobe® ended support for Adobe Distiller® Server software on May 31, 2013. Distiller is an application that is critical to running the PortfolioCenter® eReports...
