Blog | Krisan's BackOffice Inc

How to adjust the columns on PortfolioCenter reports?

How do I adjust the columns on a PortfolioCenter report? The total number is ‘********’ instead of the number.

Password protecting reports

How can I password protect a report I send to a client? Long term, find a secure alternative. If you must use email, take these simple steps to improve safety.

The end of PortfolioCenter eReports

Schwab Performance Technologies announced the likely end of eReports. You may need to find a new solution to get reports into your client vault.

Printing a Presentation Studio Report

Presentation Studio reports are easier to print properly than traditional PortfolioCenter reports. If you need a quick report, here are the basic steps to printing.

Cost basis remains in PortfolioCenter on sold position

I ran into a case the Cost Basis Reconciliation report showed a negative cost basis for several positions that had been sold. Now what?

Should I reconcile cash in PortfolioCenter?

I have a few accounts where the cash does not reconcile with the broker. Is it worth spending the time to reconcile them?

Using PortfolioCenter Securities Data Manager

When I expressed my appreciation for the new Securities Data Manager, one of my managers responded, “Why would anyone need that?” On the contrary, how did we live without it!

Schwab Technology News

Updates on Schwab’s PortfolioCenter Hosted, Openview Gateway, and Integrated Office and eReports.

Lost Ameritrade download button in Internet Explorer 10

Did you lose the ability to download multiple files from TD Ameritrade after upgrading to Internet Explorer 10? This setting change will solve the problem.