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Download Presentations Package (6.75 MB)
Click the button below to download the self-extracting archive file containing presentation upgrades.
Save the file to the following folder
C:\Program Files\Schwab Performance Technologies\PortfolioCenter\PresentationPackages
Open PortfolioCenter to the Portfolios page.
C:\Program Files (x86)\Schwab Performance Technologies\PortfolioCenter\SystemData
Note: If you use Mozilla Firefox and encounter problems downloading this file, either try right-clicking to save the link or use Internet Explorer instead.
From the menu bar, select Tools | Presentation Studio to open the Presentation Studio screen.
From the menu bar, select File | Install Package.
In the Open dialog, which displays the contents of the Presentation Packages folder in your PortfolioCenter directory, select the .OPK file you just downloaded, and then click Open. The downloaded presentations should now appear in the Presentations list in the Navigator pane.