PortfolioCenter Enhancements 5.21

Select your PortfolioCenter version:

See the release notes for a full list of updates.

Microsoft DCOM Hardening Solution

In March 2023, Microsoft will provide a Windows update that will enable a setting to the Distributed Component Object Model (DCOM) that will prevent versions of PortfolioCenter prior to 5.21.100.1 from connecting across a network in some versions of Windows 10 and Windows Server 2016. PortfolioCenter version 5.21.100.1 has been updated to comply with Microsoft's enhanced security protocols and will allow continued use of PortfolioCenter in those Windows environments.

For more information related to the Microsoft update, click here.

TD Ameritrade to Schwab Conversion

On Sept. 5, 2023, TD Ameritrade accounts and assets will migrate to the Schwab platform. PortfolioCenter 5.21.100.1 contains two new utilities that will help users with the migration. The Account Conversion Utility and the TD Ameritrade to Schwab Security Conversion Utility will help migrate the account numbers and securities leveraging mapping files provided by Schwab.

For more information related to the TD Ameritrade to Schwab Conversion, click here.

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