Attention Clubs Using Schwab as A Broker

Laurie Frederiksen on

If your club is using Charles Schwab as your broker, you will need to make a change in your AccountSync setup in bivio for it to continue to work.

Schwab has asked that we switch to accessing your data through a service called Yodlee. That allows them to have less different sources for data access which they feel is more secure.

This describes what you need to do to set it up:

Schwab Yodlee AccountSync Setup

We'd recommend you make the change as soon as possible to avoid disruptions.

As usual, if you have any questions about this that are specific to your club, send them to support@bivio.com

Laurie Frederiksen
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egussin on

Thx laurie. We use and still receive all statements from TD Ameritrade, and to my knowlege the merger hS not yet gone thru

Sent via the Samsung Galaxy Note20 Ultra 5G, an AT&T 5G smartphone

-------- Original message --------

From: Laurie Frederiksen <laurie@bivio.biz>

Date: 7/1/21 1:15 PM (GMT-06:00)

To: The Club Cafe <club_cafe@bivio.com>

Subject: [club_cafe] Attention Clubs Using Schwab as A Broker

If your club is using Charles Schwab as your broker, you will need to make a change in your AccountSync setup in bivio for it to continue to work.

Schwab has asked that we switch to accessing your data through a service called Yodlee. That allows them to have less different sources for data access which they feel is more secure.

This describes what you need to do to set it up:

Schwab Yodlee AccountSync Setup

We'd recommend you make the change as soon as possible to avoid disruptions.

As usual, if you have any questions about this that are specific to your club, send them to support@bivio.com

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie Frederiksen on

This applies to clubs that are currently using Schwab.

I talked to someone at TDAmeritrade recently and he indicated it would probably be sometime in 2023 before TDAmeritrade changed their customer interface to Schwab.

But nothing is final on that. There's a lot of systems work yet to be done.

Laurie Frederiksen
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www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
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On Thu, Jul 1, 2021 at 2:27 PM egussin via bivio.com <user*12569700001@bivio.com> wrote:

Thx laurie. We use and still receive all statements from TD Ameritrade, and to my knowlege the merger hS not yet gone thru

Sent via the Samsung Galaxy Note20 Ultra 5G, an AT&T 5G smartphone

-------- Original message --------
From: Laurie Frederiksen <laurie@bivio.biz>
Date: 7/1/21 1:15 PM (GMT-06:00)
To: The Club Cafe <club_cafe@bivio.com>
Subject: [club_cafe] Attention Clubs Using Schwab as A Broker

If your club is using Charles Schwab as your broker, you will need to make a change in your AccountSync setup in bivio for it to continue to work.
Schwab has asked that we switch to accessing your data through a service called Yodlee. That allows them to have less different sources for data access which they feel is more secure.
This describes what you need to do to set it up:
Schwab Yodlee AccountSync Setup
We'd recommend you make the change as soon as possible to avoid disruptions.
As usual, if you have any questions about this that are specific to your club, send them to support@bivio.com
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie Frederiksen on

Clubs using TDAmeritrade for their broker are not affected by this change at this time.

If AccountSync is not working for your club, email support@bivio.com and we can help you diagnose you specific problem.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Tue, Jul 20, 2021 at 4:41 PM Sheila Pester via bivio.com <user*18309300001@bivio.com> wrote:

We have not been notified to change our account from TD
Ameritrade to Charles Schwab. I am wondering why the
account sync is not working is because of the above. Should
we call TD ameritade. Sheila Pester,A-Z Investment Club.

Norman Gee on

I was just required to change my password at TD Ameritrade. My old password did not meet the standards.

On Tue, Jul 20, 2021 at 1:53 PM Laurie Frederiksen <laurie@bivio.biz> wrote:

Clubs using TDAmeritrade for their broker are not affected by this change at this time.
If AccountSync is not working for your club, email support@bivio.com and we can help you diagnose you specific problem.
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Tue, Jul 20, 2021 at 4:41 PM Sheila Pester via bivio.com <user*18309300001@bivio.com> wrote:
We have not been notified to change our account from TD
Ameritrade to Charles Schwab. I am wondering why the
account sync is not working is because of the above. Should
we call TD ameritade. Sheila Pester,A-Z Investment Club.

egussin on

Thank you! Glad to hear. TD seems to be working fine for us at SITM

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen
Sent: Tuesday, July 20, 2021 3:52 PM
To: The Club Cafe <club_cafe@bivio.com>
Subject: [club_cafe] Re: Attention Clubs Using Schwab as A Broker

Clubs using TDAmeritrade for their broker are not affected by this change at this time.

If AccountSync is not working for your club, email support@bivio.com and we can help you diagnose you specific problem.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Tue, Jul 20, 2021 at 4:41 PM Sheila Pester via bivio.com <user*18309300001@bivio.com> wrote:

We have not been notified to change our account from TD
Ameritrade to Charles Schwab. I am wondering why the
account sync is not working is because of the above. Should
we call TD ameritade. Sheila Pester,A-Z Investment Club.