TIAA CREF Symbol Change: What to do?

TIAA CREF Symbol Change: What to do?

Did you receive an alert from TIAA-CREF something like this? This is to inform you that effective October 24, 2014 we are issuing live NASDAQ ticker symbols for the CREF Accounts. This will improve the overall experience for clients who own any of these accounts and...
3 Manual Entry Options with PortfolioCenter

3 Manual Entry Options with PortfolioCenter

The best long term, most cost effective solution for data entry into PortfolioCenter is to move everything you can to a place from which you can download.  But what if you there is no Schwab Performance Technologies interface, the information is not available through...