3 problem symbols in PortfolioCenter

3 problem symbols in PortfolioCenter

Three Schwab money market symbols in PortfolioCenter have the same default symbol as three securities.  If you buy one of the funds, your trades may mistakenly appear as a cash transaction in the downloads. If you have been using PortfolioCenter since the pre-email...
Switching to Schwab Tax Lot Optimizer

Switching to Schwab Tax Lot Optimizer

Historically you may have used the trade lot matching method of “First in, First Out” or “Highest Cost” in order to produce the smallest possible capital gain or the largest possible capital loss when selling positions in client accounts. Trade...