by Krisan Marotta | Mar 17, 2014 | Tech Help
[youtube_advanced url=”https://www.youtube.com/watch?v=VuqZ8AqmLPY” width=”580″ rel=”no”] You’re installing PortfolioCenter. You double-click on Setup file, and then you see the warning message: “User Access Control: Do...
by Krisan Marotta | Dec 19, 2013 | Tech Help
Currently downloading through the DST FanMail website does not work properly with Internet Explorer 11 (and Compatibility View does not solve it). If you use DST Fanmail to download your alternative investments and 529 plans, etc, you should postpone upgrading to...
by Krisan Marotta | Dec 9, 2013 | Tech Help
PortfolioCenter 5.5 brought us the enhanced name and address file from Schwab, allowing client details (e.g. address, email, phone number, etc) to flow more easily from Schwab into PortfolioCenter. It also brought us updates to the Account Type field in the form of...
by Krisan Marotta | Oct 1, 2013 | Tech Help
Confused about what settings to choose in the Schwab Interface Transfer parameters? Here is what I recommend. Method for Posting Canceled Trades: Choose “Mark Trade as Cancelled” This setting determines how corrections are handled. The options are: 1)...
by Krisan Marotta | Sep 24, 2013 | Tech Help
Confused about what settings to choose in the Schwab Interface? Schwab Performance Technologies recommends unchecking the two market value settings and checking the rest. I recommend you check them all but one of them. Here’s why. Use current market value as...
by Krisan Marotta | Sep 19, 2013 | Tech Help
PortfolioCenter 5.6 is the last version that supports any edition of Windows XP. If you’ve been dragging your feet, now is the time to upgrade. PortfolioCenter 5.8 is coming soon. If you skipped 5.7, you probably don’t want to skip the next release. ...
