Access PortfolioCenter Data with Export Wizard

Speaker: Doug Holden

Duration: 75 minutes, broken into 8 short chapters

Session Description

This session, from the 2006 Schwab Institutional SOLUTIONS Workshops, takes you through common scenarios and real-world situations to help you leverage the PortfolioCenter Export Wizard in your practice. Topics and examples we will cover include:

• Using the PortfolioCenter Export Wizard
• Working with Microsoft Excel to Analyze Data
• Searching for Missing Cost Basis using the Export Wizard
• Finding Required Minimum Distribution for IRA Accounts
• Determining if Client has Enough Cash to Cover Management Fees

Getting Started with the Web Cast

Simply click the session link below to start viewing the workshop. You can also print the presentation if you want a paper copy to follow along. You need to have Microsoft Media Player 9.0 or above installed to view the session.

• Web Cast [streaming media]
• Presentation Slides and Reference Material [PDF]

About SOLUTIONS Web Casts

SOLUTIONS provides a great opportunity to hear about tools and resources from Schwab Institutional designed to streamline your back-office operations. Schwab Institutional clients can also access the full range of sessions offered at the live training events. Visit www.schwabinstitutional.com to view the following training sessions:

• Introduction to SchwabInstitutional.com
• Managing Cashiering Requests Simply and Efficiently
• Solutions for Opening and Managing Complex Accounts
• Streamlining Transfers of Assets
• Online Trading and Investment Research