TDAMERITRADE BIVIO DO NOT MATCH

Alessandro Squeo on

As long as the P&L matches Short Term or Long Term. I believe it should be OK between 1065 and 1099

Alessandro

On Sat, Mar 5, 2022 at 6:13 PM Debra Germany via bivio.com <user*38270800001@bivio.com> wrote:

Newer club. Last year 1st year matched with no problem. This year TDAmeritrade 1099 doesn't show 4 purchases and shows a DIV amount that isn't coming up in Bivio. Bivio is also recording a higher value than TDA overall.

Any suggestions on correcting this? Where do we start?

Debra Germany on

Thank you Everyone for the feedback. We will be looking deeply into this.

On Sun, Mar 6, 2022, 2:32 PM Alessandro Squeo via bivio.com <user*8340400001@bivio.com> wrote:

As long as the P&L matches Short Term or Long Term. I believe it should be OK between 1065 and 1099
Alessandro

On Sat, Mar 5, 2022 at 6:13 PM Debra Germany via bivio.com <user*38270800001@bivio.com> wrote:
Newer club. Last year 1st year matched with no problem. This year TDAmeritrade 1099 doesn't show 4 purchases and shows a DIV amount that isn't coming up in Bivio. Bivio is also recording a higher value than TDA overall.

Any suggestions on correcting this? Where do we start?

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