Should I reconcile cash in PortfolioCenter?

Should I reconcile cash in PortfolioCenter?

Q.I have a few accounts where the cash does not reconcile with the broker.  Is it worth spending the time to reconcile them?  Or should I just enter a journal to adjust the positions?  A.The best solution is to keep your accounts reconciled daily with a professional...
Schwab PortfolioCenter Cash update error

Schwab PortfolioCenter Cash update error

Since PortfolioCenter 5.5 improved the ability to track client account details, you may have seen the above screen and wondered what to do with it. The short answer is: do not post it. What’s Happening You may run into this suggested “update” when...