Charles Schwab

Type here for Search

Learn How

Whether you're new to PortfolioCenter® or an experienced user, you can gain a better understanding of system functionality and learn how to do specific actions. Explore the range of resources and documents in this section designed to help you get the most out of PortfolioCenter.

Transaction data is the core of PortfolioCenter reporting. Learn about the Transactions Grid and ways to enter and manage portfolio transactions, including cost basis adjustments.

Use powerful PortfolioCenter data management tools to supplement data entry, maintain data or organize data.

Using PortfolioCenter performance reports can help you manage portfolios and communicate return information to your clients.

PortfolioCenter offers a flexible, customizable billing module to help you calculate management fees for your clients using portfolio values.

Work with and organize portfolios to facilitate family portfolio accounting, global reporting and other batch administrative functions.

Add and edit securities data to optimize the information presented on reports.

Use models to keep portfolios balanced with the types of securities that match your client's investment strategy.

Extend your ability to access and analyze PortfolioCenter data. These documents help you create custom reports and show you how to use the data with compatible third-party applications.

Learn how to manage PortfolioCenter serial numbers, backup the data, test backups, install and configure SQL Server and manage user access to the data through security rights and roles.

Supported Technologies

Important Information on Operating Systems

See the Operating Systems page for more information.

Need additional support?

Our Technical Support Team is available to answer your questions. Call us at 800-528-9595 or send an .

Training & Consulting

Get the most out of PortfolioCenter

  • Attend a workshop in your area
  • Get live instruction via conference call
  • Hire an expert to come to your office