At this point, I doubt they even know how their OFX interfaces will be handled. This is what we use to have AccountSync gather transaction data to read into bivio.

Our intent is to add them as AccountSync brokers if we can. We will need to wait for them to finalize the details of the transitions and for us to have club data that we can use to test new interfaces with to proceed.

We will let you know as soon as we know something.

I can't advise you on whether or not changing your club broker at this point is something you should do. There might be many factors your club would want to consider before doing that. So it is something your club will need to decide on.

The issue I raised in my last email is the important one to address now, before the access to your old brokerage and their data becomes unavailable.

Laurie Frederiksen
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