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doug1099
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reporting errors: alternative investment products (CNL, Blackstone, etc.)

We are currently having issues with reporting errors, dividends being displayed as "net investment" assets instead of actual portfolio growth returns, etc. with alternative investments. Our custodian is Charles Schwab and we are attempting to discover a proactive resolution for either pinpointing a next step with Charles Schwab or if during the input process with Morningstar. Has anyone else had this issue as well also having Charles Schwab as custodian? Thanks!

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