AccountSync Brokers

Laurie Frederiksen on

Hi Judy,

Here is the list of AccountSync brokers. We can import their transactions automatically:

AccountSync Brokers

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 Thu, May 8, 2014 at 3:55 PM, Judy Tallman wrote:

Laurie,
What brokerage firms does Bivio have relationships with. We need to have our Blooming Asset information directly sent to a brokerage. Our accounts newer balance. Thanks.

Judy Tallman on

We currently deal with Edward Jones. Any chance you could add them?

Thanks.

Sent from my iPhone

On May 8, 2014, at 4:18 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi Judy,

Here is the list of AccountSync brokers. We can import their transactions automatically:

AccountSync Brokers

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 Thu, May 8, 2014 at 3:55 PM, Judy Tallman wrote:

Laurie,
What brokerage firms does Bivio have relationships with. We need to have our Blooming Asset information directly sent to a brokerage. Our accounts newer balance. Thanks.

Laurie Frederiksen on

Hi Judy,

We appreciate the request. Our development is user driven so input like this is useful in helping establish development priorities.

Until we do add Edward Jones, you may be able to use the "import ofx" feature.

Most brokerages allow you to export your transactions for use with Quicken(tm) and bivio can import that same data.

Please refer to your brokerage web site for information about exporting your data.

Typically the data will be exported into an OFX or QFX file on your computer.

Once you have the file on your computer, just follow these steps to import the data into your bivio records:
1. go to the Accounting > Accounts section of your club site
2. click on the link for your broker.
3. click on the "import ofx" icon.
4. use the "Browse..." button to identify the import file and click "OK" to begin the import process.

On Thu, May 8, 2014 at 6:30 PM, Judy Tallman <judy.tallman@comcast.net> wrote:

We currently deal with Edward Jones. Any chance you could add them?
Thanks.

Sent from my iPhone

On May 8, 2014, at 4:18 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi Judy,

Here is the list of AccountSync brokers. We can import their transactions automatically:

AccountSync Brokers

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 Thu, May 8, 2014 at 3:55 PM, Judy Tallman wrote:

Laurie,
What brokerage firms does Bivio have relationships with. We need to have our Blooming Asset information directly sent to a brokerage. Our accounts newer balance. Thanks.

Mail