by Krisan Marotta | Mar 19, 2012 | Tech Help
Not all custodians are equal when it comes to getting data into PortfolioCenter. In my experience, Charles Schwab & Co is light-years ahead of the competition when it comes to the accuracy and completeness of data downloads and the quality of technical support....
by Krisan Marotta | Mar 15, 2012 | Tech Help
Q. Currently we are currently clearing our data through Pershing and Schwab. We would like to eliminate Pershing, but are afraid we would lose all of our cost basis information. In PortfolioCenter, is it possible to simply delete the Pershing account number and...
by Krisan Marotta | Dec 31, 2011 | Performance
Did your Schwab accounts reconcile yesterday and today the money market on almost every account fails to reconcile? This “problem” happens when the last day of the month falls on the weekend or a holiday. Here’s what happens: Schwab pays money...
