Not all custodians are equal when it comes to getting data into PortfolioCenter. In my experience, Charles Schwab & Co is light-years ahead of the competition when it comes to the accuracy and completeness of data downloads and the quality of … [Read more...]
Changing brokers in PortfolioCenter
[dropcap style="2" size="3"]Q.[/dropcap] Currently we are currently clearing our data through Pershing and Schwab. We would like to eliminate Pershing, but are afraid we would lose all of our cost basis information. In PortfolioCenter, is it possible … [Read more...]
Dealing with the processing delay in PortfolioCenter
If you post and update PortfolioCenter daily, why do the values in your PortfolioCenter database differ from your broker's online system? Because there is always a processing delay. Even if you download and update PortfolioCenter daily, your … [Read more...]
