Support & Installation
Step-by-Step
TRX is easy and is designed to help “real world” advisors.
STEP 1: Check accuracy of Schwab PortfolioCenter® Data— PortfolioCenter® data is automatically downloaded!
STEP 2: Input Global Settings
STEP 3: Input Fund Settings including Preferred Buys, Location Optimization
STEP 4: Input Custodian Settings
STEP 5: Input Household Settings
STEP 6: Input Account Settings
STEP 7: Input Workflow & Employee (Review) Settings
STEP 8: Download PortfolioCenter® Data
STEP 9: Use TRX!
