Schwab / TD Am Merger
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Schwab / TD Am Merger Our club uses TD Am which is going to merge with Schwab. Have others been ok with Schwab's services? Thanks in advance Our club, Keene Horizons Investment Club, has been very satisfied with the services offered by Schwab, including overnight data imports for Bivio statements. Schwab’s telephone support has also been very good for us. Hopefully, the merger transition to Schwab will be seamless for your club. If not, you may have quite a bit of paperwork to complete. Good Luck, Chuck > On Dec 2, 2019, at 10:16 AM, Scott Freeman via bivio.com <user*1595500001@bivio.com> wrote: > > Our club uses TD Am which is going to merge with Schwab. > Have others been ok with Schwab's services? > Thanks in advance Chuck,
My club has TDA, which auto snycs all account transactions to bivio. Is this what you mean by "overnight data imports"?
Scott, I have personally had TDA and Schwab accounts. Years ago I also had TD Waterhouse which merged with Ameritrade. Even at that time the merger was seamless for the account holders. Given the advances in computer technology, I expect the same. The research capabilities on both TDA and Schwab are about the same -- very good. However, I'm sure that we will have a learning curve on getting used to navigating the website.
Martina
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From: Chuck via bivio.com <user*32361000001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Mon, Dec 2, 2019 7:40 am Subject: Re: [club_cafe] Schwab / TD Am Merger Our club, Keene Horizons Investment Club, has been very satisfied with the services offered by Schwab, including overnight data imports for Bivio statements. Schwab's telephone support has also been very good for us. Hopefully, the merger transition to Schwab will be seamless for your club. If not, you may have quite a bit of paperwork to complete.
Good Luck, Chuck > On Dec 2, 2019, at 10:16 AM, Scott Freeman via bivio.com <user*1595500001@bivio.com> wrote: > > Our club uses TD Am which is going to merge with Schwab. > Have others been ok with Schwab's services? > Thanks in advance We have used Schwab for 15 years or so and it has worked well with Bivio. And yes, transactions are automatically synched. Azure
Our club (SCSIC Columbus IN) has used Schwab for over a decade without incident (to my knowledge) and they are very helpful at tax time and withdrawal time and very accurate. The one thing I wish they permitted was deposit of member capital contributions by check photo, we have to mail the physical checks in (or hand carry to an office 50+ miles away) which creates a lag between receipt and deposit posting time for us (and risk of loss or error). -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Scott Freeman via bivio.com Sent: Monday, December 2, 2019 10:17 AM To: club_cafe@bivio.com Subject: [club_cafe] Schwab / TD Am Merger Our club uses TD Am which is going to merge with Schwab. Have others been ok with Schwab's services? Thanks in advance Up Your Assets has had no problems with Schwab. Sent from Yahoo Mail for iPhone On Monday, December 2, 2019, 7:16 AM, Scott Freeman via bivio.com <user*1595500001@bivio.com> wrote: Our club uses TD Am which is going to merge with Schwab. We have used Schwab for over 10 years with no problems. Norm, we have half of our membership using Bill Pay with their banks and the other half mail in their own checks. They all go to a central location in Arizona for Schwab. We value the contribution when received by Schwab. We have had only 1 lost check in the 10+ years. Steve Foster Circle of Friends Investment Club
On Monday, December 2, 2019, 02:15:15 PM PST, Noah J. Ronquillo via bivio.com <user*13075900001@bivio.com> wrote:
Up Your Assets has had no problems with Schwab. Sent from Yahoo Mail for iPhone On Monday, December 2, 2019, 7:16 AM, Scott Freeman via bivio.com <user*1595500001@bivio.com> wrote: Our club uses TD Am which is going to merge with Schwab. Does anyone know if they accept BillPay deposits and if so, what is their holding period B4 U can withdraw funds? Larry Reno
President
Georgia Chapter of BetterInvesting
6th Annual Investors Fair
29 August 2020, Save the Date
-----Original Message-----
From: MARTINA URQUIDES via bivio.com <user*21844400001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Mon, Dec 2, 2019 10:56 am Subject: Re: [club_cafe] Schwab / TD Am Merger Chuck,
My club has TDA, which auto snycs all account transactions to bivio. Is this what you mean by "overnight data imports"?
Scott, I have personally had TDA and Schwab accounts. Years ago I also had TD Waterhouse which merged with Ameritrade. Even at that time the merger was seamless for the account holders. Given the advances in computer technology, I expect the same. The research capabilities on both TDA and Schwab are about the same -- very good. However, I'm sure that we will have a learning curve on getting used to navigating the website.
Martina
-----Original Message-----
From: Chuck via bivio.com <user*32361000001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Mon, Dec 2, 2019 7:40 am Subject: Re: [club_cafe] Schwab / TD Am Merger Our club, Keene Horizons Investment Club, has been very satisfied with the services offered by Schwab, including overnight data imports for Bivio statements. Schwab's telephone support has also been very good for us. Hopefully, the merger transition to Schwab will be seamless for your club. If not, you may have quite a bit of paperwork to complete.
Good Luck, Chuck > On Dec 2, 2019, at 10:16 AM, Scott Freeman via bivio.com <user*1595500001@bivio.com> wrote: > > Our club uses TD Am which is going to merge with Schwab. > Have others been ok with Schwab's services? > Thanks in advance Thanks everyone for sharing their Schwab experience. Scott Martina, Thanks for the clarification on Bivio receiving data from Schwab. Yes, when I referred to "overnight data imports", I meant it too mean the same thing as "auto syncs all account transactions to Bivio". Chuck
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