Is there any way to link my Bivio Member Data from my club to my personal Fidelity Account?
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Is there any way to link my Bivio Member Data from my club to my personal Fidelity Account? I don't want to link the club account to my personal broker account. However, Is there is any way to link my member data in Bivio to my Fidelity broker account for tracking purposes?? Fidelity gives me a "No institutions containing www.bivio.com/heidi_fredrick were found" when I try and "Enter your institution's name or website address". If I manually enter my Member Status data from my Bivio member Status page, then holding details are not available and neither are any automatic updates from that page. Is there any link that I can use to allow Fidelity to access my member percentage holding s information, and value status? Thanks for any info. Heidi
I don't want to link the club account to my personal broker |
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