Heads up - Getting Ready for Upcoming Broker Changes
HelpRegister |
Heads up - Getting Ready for Upcoming Broker Changes The brokerage would flip out and cancel all access if they knew all members were logging in with the same user name. That is illegal. Only those with authorized access and their own username should access account. Linda Wiltse Pointe Players Sent from my LG V20, an AT&T 4G LTE smartphone ------ Original message------ From: Joe Farrell via bivio.com Date: Thu, Aug 6, 2020 9:51 PM To: club_cafe@bivio.com; Cc: Subject:Re: [club_cafe] Re: Heads up - Getting Ready for Upcoming Broker Changes Why would you need to provide every partner the username, password and all the other broker access information. Few partnerships do that. Just the treasurer and one other person has that access in my three clubs and two of them use AMTD. No other general partnership I worked with during my business life allowed all partners such access. All of our partners has their own brokerage(s) and use their personal access for research. If a partner wants to know something about the account or holdings then they go to bivio or IClub. Joe Farrell On Aug 6, 2020, at 4:50 PM, Peter Dunkelberger via bivio.com
|
|