by Krisan Marotta | Jul 16, 2013 | KBO, Reporting
Have you explored the Securities Data Manager in PortfolioCenter yet? I’ve been begging for this feature since the “Centerpiece” days and it’s finally here! When I expressed my appreciation for the new tool, one of my managers responded,...
by Krisan Marotta | Jul 9, 2013 | KBO, Tech Help
PortfolioCenter Hosted While this 7-minute FP Pad video feels like an “infomercial,” it contains some useful information from Brian Shenson, Vice President of Advisor Technology Solutions for Schwab Advisor Services on Schwab’s PortfolioCenter...
by Krisan Marotta | Jul 2, 2013 | KBO, Tech Help
Did you lose the ability to download multiple files from TD Ameritrade after upgrading to Internet Explorer 10? This setting change will solve the problem. Open Internet Explorer 10, find the Tools Menu and select Compatibility View Settings In the box below...
by Krisan Marotta | Jun 25, 2013 | KBO, Presentation Studio
“Unhandled exception has occurred in your application. If you click Continue, the application will ignore this error and attempt to continue. If you click Quit, the application will close immediately.” I received the above — rather intimidating...
by Krisan Marotta | Jun 18, 2013 | Cost Basis, KBO
Thanks to increased federal regulations, many custodians are providing cost basis information in the files downloaded to PortfolioCenter. But how do you know if you need to keep both systems up to date? And what decisions do you need to make to get started?...
by Krisan Marotta | Jun 11, 2013 | Cost Basis, KBO
Need some help understanding how Schwab processes trade lots when using the Tax Lot Optimizer — the same matching method PortfolioCenter calls Beneficial Tax? The method is designed to sell lots in the order that will take losses before and gains. Within...
