by Krisan Marotta | Jun 29, 2012 | KBO, Tech Help
While PortfolioCenter 5.5 improved handling of the account details, new accounts from Schwab no longer contain a Social Security number (Tax ID) in PortfolioCenter account details. This change is not a bug; it is a planned security upgrade. While I understand the need...
by Krisan Marotta | Jun 22, 2012 | KBO, Tech Help
PortfolioCenter 5.5 improved the ability to track client account details – a seemingly small but largely time-saving enhancement. To take full advantage of it, make sure your group master account is set properly....
