[dropcap style="light"]Q.[/dropcap]One of my clients is moving cross country and switching to a manager in her new state. Her new advisor also uses PortfolioCenter. How can I send him the existing PortfolioCenter data for my client's accounts … [Read more...]
In PortfolioCenter when should I use a credit versus a receipt?
Both the Receipt/Transfer and Credit/Debit transactions move securities into and out of an account. Why do you need both and when should you use a credit versus a receipt and/or a debit verses a transfer? The key is understanding how the two … [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...]