For Schwab Performance Technologies® clients, the Schwab Interface is a quick and accurate way to import data into a PortfolioCenter database. This session will highlight best practices for using the interface even more effectively. Learn the benefits of enhanced PortfolioCenter files, and techniques for converting and posting them. You’ll see how to respond to error messages and correct common posting and reconciliation problems. In addition, find out how you can save time dealing with mergers and spin-offs by leveraging the Corporate Actions Center, a tool many clients find especially helpful.
