Changing Stock Brokers
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Changing Stock Brokers We are planning on changing our stock broker after start of new year (2013). We will ask our current broker to transfer all shares to the new broker. For cash, we will write a check drawn on the old account and deposit into the new account. What do I need to do from a Bivio perspective? Can we point Bivio account synch to 2 different brokerage accounts? Thanks for any assistance. Jay, check to see if the Etrade offer is still good. We switched from Firstrade to Etrade this year with relative ease. We are getting $4.99 trades and we are using AccountSync. All we had to do was set up a new "Account" for Etrade in the Accounting section and give them our bivio information. They did the rest.
Lynn Ostrem Crow River Investment Club
On Wed, Nov 28, 2012 at 5:08 PM, Jay Sternin <via95135@yahoo.com> wrote: We are planning on changing our stock broker after start of -- Lynn Ostrem Resource Management Group, Inc. 4439 McAllister Av NE St.Michael, MN 55376 Office: 763/497-5153 Fax: 763/497-5838 Cell: 612/750-4943 garbagecop@gmail.com Lynn, Thanks - I knew I could add other accounts in the Account section but I wasn't sure whether account-synch would handle multiple accounts (club has voted to use Fidelity. It's very close to us and they like brick and mortar. Current broker has misplaced checks a few times and all are tired of the poor service). Hi Jay, Yes. It is possible to sync accounts from 2 different brokers. Just set up your second account on the Accounting>Accounts page and enter the login information for it. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Wed, Nov 28, 2012 at 8:27 PM, Jay Sternin <via95135@yahoo.com> wrote: Lynn, Hi Laurie, One thing you might warn folks about is that TD (and perhaps other brokers) lock your account when they receive a request to transfer account assets. This of course caused accountsynch to stop working.
I couldn't login either. Took a bit of talking to TD to convince them to open up the account so I could get tax data, monthly statements, etc off the account.and of couse to get accountsynch working again.......Jay From: Laurie Frederiksen <laurie@bivio.biz> To: club_cafe@bivio.com Sent: Thursday, November 29, 2012 6:21 AM Subject: Re: [club_cafe] Re: Changing Stock Brokers Hi Jay, Yes. It is possible to sync accounts from 2 different brokers. Just set up your second account on the Accounting>Accounts page and enter the login information for it. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Wed, Nov 28, 2012 at 8:27 PM, Jay Sternin <via95135@yahoo.com> wrote: Lynn, |
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