by Krisan Marotta | Jun 3, 2016 | KBO, Reporting
Starting with the July 2016 statements (mailed in August 2016), Schwab will send monthly statements only for accounts where there is “qualifying activity”. Otherwise they will send quarterly statements. You should be prepared for clients to call wondering...
by Krisan Marotta | Feb 12, 2016 | KBO, Tech Help
Confused about the various files available for the Schwab Interface? There are 3 different types – all of which still work in the Schwab Interface for PortfolioCenter. What is the difference? Core files — are the newest files (available since 5.9) and contain...
by Krisan Marotta | Oct 1, 2013 | KBO, Tech Help
Confused about what settings to choose in the Schwab Interface Transfer parameters? Here is what I recommend. Method for Posting Canceled Trades: Choose “Mark Trade as Cancelled” This setting determines how corrections are handled. The options are: 1)...
by Krisan Marotta | Sep 24, 2013 | KBO, Tech Help
Confused about what settings to choose in the Schwab Interface? Schwab Performance Technologies recommends unchecking the two market value settings and checking the rest. I recommend you check them all but one of them. Here’s why. Use current market value as...
by Krisan Marotta | Jul 9, 2013 | KBO, Tech Help
PortfolioCenter Hosted While this 7-minute FP Pad video feels like an “infomercial,” it contains some useful information from Brian Shenson, Vice President of Advisor Technology Solutions for Schwab Advisor Services on Schwab’s PortfolioCenter...
