We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:



Hi Jim,

Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks

Dan

Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:

Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim

--

Dan Cohn
404 862 5640

Chiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since.

On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user*35905200001@bivio.com> wrote:

We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:



Hi Jim,

Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks

Dan

Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:

Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim

--

Dan Cohn
404 862 5640

Chiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since.

On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user*35905200001@bivio.com> wrote:

We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:



Hi Jim,

Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks

Dan

Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:

Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim

--

Dan Cohn
404 862 5640

We are working with Schwab right now. It's in their hands right now to get into production. We are in regular contact to remind them that you all are waiting.

I apologize that I don't have more concrete information.

Thanks,

Rob

We are working with Schwab right now. It's in their hands right now to get into production. We are in regular contact to remind them that you all are waiting.

I apologize that I don't have more concrete information.

Thanks,

Rob



Hi Dan,

Here's the response from Schwab today: 

> I escalated the delay internally and am meeting the corporate vendor mgmt. team tomorrow morning to understand what needs to be done to get back on track.

We have had many other messages like this over the last few months. I have no idea what's going on and no deadline or even a list of steps from Schwab.

We do our best, but this is far out of our control.

Thanks for being a loyal customer.

Cheers,

Rob