Charles Schwab

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Important Information About Upgrading to PortfolioCenter® 5.15.100.1 or higher

Contact Technical Support

Direct upgrade from your current version of PortfolioCenter is not supported. Please contact Advisor Platform Support at 800-528-9595 for assistance.

Also note that PortfolioCenter version 5.15 or higher is not compatible with Microsoft® SQL Server® 2008. See the Operating Systems page for more information.