Blog Entries by Doug Holden

Getting Started with ByAllAccounts from the Advisor's Perspective part 4

By Doug Holden on Friday, November 5th, 2010

Communication with clients was initiated today concerning the opportunity to have their 401(k) and 403(b) assets managed professionally in the same way as the assets that are custodied at Schwab. As part of my quarterly mailing, I send a one page (front and back) newsletter of sorts. It usually includes a brief market commentary as well as covering several other topics. This time I included management of held-away assets, so I'm anticipating having at least a few clients respond. For the benefit of those reading this blog, here is the way I introduced the topic:..Read More »

Getting Started with ByAllAccounts from the Advisor's Perspective part 3

By Doug Holden on Friday, October 15th, 2010

I worked through the daily process myself for the first time today. In the Setup area, there was a message, "Not all updates". I wasn't sure what that meant, though I think it might mean that there was no new information available from my custodian since the last data I posted and accepted.....Read More »

Getting Started with ByAllAccounts from the Advisor's Perspective part 2

By Doug Holden on Sunday, October 10th, 2010

Custodial Integrator was installed on my computer today. Matt logged in and took over my PC, so I didn't have to do anything but watch. I asked several questions during the installation, and Matt was patient to answer them as he worked. We also set up the ByAllAccounts interface in PortfolioCenter. Both the installation and setup occurred without a hitch, and the technology used to accomplish this worked flawlessly. It was a very easy process for me...Read More »