TIAA CREF Symbol Change: the sequel

TIAA CREF Symbol Change: the sequel

TIAA-CREF is changing symbols again.  You probably received an alert like this: With TIAA-CREF’s implementation of a new class structure for its eight CREF Accounts, new ticker symbols issued by NASDAQ will take effect at the close of business on Friday, April...
PortfolioCenter Bill History explained

PortfolioCenter Bill History explained

Q.Can you explain the what the Bill History is in PortfolioCenter and how to use it?  It nevers seems right. A.Sure! The Bill History tracks the management fees calculated by PortfolioCenter for each group and portfolio.  The fee amounts in the Bill History may not...