While PortfolioCenter 5.5 improved handling of the account details, new accounts from Schwab no longer contain a Social Security number (Tax ID) in PortfolioCenter account details. This change is not a bug; it is a planned security … [Read more...]
PortfolioCenter 5.5: Check your Group Master Account
PortfolioCenter 5.5 improved the ability to track client account details - a seemingly small but largely time-saving enhancement. To take full advantage of it, make sure your group master … [Read more...]
