by Krisan Marotta | Aug 29, 2014 | Performance
Q. 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 without sending him my entire...
by Krisan Marotta | May 2, 2013 | Performance
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 transaction types affect...
by Krisan Marotta | Mar 15, 2012 | Tech Help
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...
