New Account Number

George Slikkers on

Hi Everyone, I've searched for the answer to this but am
stumped.
Our brokerage company changed our account number. I can
establish a new account on Bivio and transfer the cash
portion of the account to the new number, but what I can't
figure out is how to transfer the stocks. Stocks weren't
sold, it was just listed as a conversion transfer. Any
advise? Thanks & Happy Holidays!!

Mike Jones on

Aside from enabling account sync, Bivio does not care what your brokerage account number is.

Mike Jones

Wall$treet Wannabees

From: George Slikkers via bivio.com <user*22629300001@bivio.com>
To: club_cafe@bivio.com
Cc: jtkosten@yahoo.com
Sent: Tuesday, December 23, 2014 1:40 PM
Subject: [club_cafe] New Account Number

Hi Everyone, I've searched for the answer to this but am
stumped.
Our brokerage company changed our account number. I can
establish a new account on Bivio and transfer the cash
portion of the account to the new number, but what I can't
figure out is how to transfer the stocks. Stocks weren't
sold, it was just listed as a conversion transfer. Any
advise? Thanks & Happy Holidays!!

George Slikkers on

Thanks! I was thinking along the same lines.