Centerpiece Upgrade

You must have Centerpiece 5.60.50.08 installed on your computer to upgrade to PortfolioCenter. To find your Centerpiece version, launch Centerpiece, and then select Help | About Centerpiece from the menu bar.

In October 2003, Schwab began including dividend qualification status, and Centerpiece 5.6 (release in January 2004) was developed specifically to interpret this information, which is used to distinguish ‘Qualified’ and ‘Non-qualified’ dividends on the Income Report. Any dividends converted prior to installing Centerpiece 5.6 do not reflect the dividend qualification status included in the Schwab download.

If you want to review dividends downloaded prior to installing Centerpiece 5.6 to show the correct dividend status on the Income Report, click here to download a PDF file with detailed instructions.