[youtube_advanced url="https://www.youtube.com/watch?v=VuqZ8AqmLPY" width="580" rel="no"] You're installing PortfolioCenter. You double-click on Setup file, and then you see the warning message: "User Access Control: Do you want to allow the … [Read more...]
Windows XP Users: Time to upgrade
PortfolioCenter 5.6 is the last version that supports any edition of Windows XP. If you've been dragging your feet, now is the time to upgrade. PortfolioCenter 5.8 is coming soon. If you skipped 5.7, you probably don't want to skip the next … [Read more...]
Schwab Technology News
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 … [Read more...]
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. Open Internet Explorer 10, find the Tools Menu and select Compatibility View … [Read more...]
Need a New Computer to run PortfolioCenter?
If you need to upgrade your hardware to run PortfolioCenter more efficiently, here's a collection of articles to help you make a wise choice. 3 Critical Choices 3 choices impact how well your computer runs PortfolioCenter. Disk … [Read more...]
