7 questions to answer before switching brokers

7 questions to answer before switching brokers

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 technical support....
Changing brokers in PortfolioCenter

Changing brokers in PortfolioCenter

Q. 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 to simply delete the Pershing account number and...