E*Trade & Edward Jones

Robert Nagler on

If you are an E*Trade or Edward Jones customer, we need you to call their technical support desk and tell them this:

Your OFX server is blocking our club's accounting software when it tries to download trades from our account. Please whitelist bivio.com's IP address 170.187.200.41.

If you have a large account with them, contact your financial advisor, and they may be able to help. This has worked in the past.

We have been trying from our end, but it's very difficult to get through to the right people.

Thanks,

Rob Nagler

CEO

Bivio Inc.

Karen S. Richardson on

IF THIS IS IN ANSWER TO WHAT I SENT TODAY OUR BROKER IS TD
AMERITRADE NOT E*TRADE OR EDWARD JONES

Kevin Bray on

Karen:

You sent this to the wrong email address.

PLEASE CHECK THE ADDRESS YOU ARE SENDING THIS TO> This is the second email I
received today to two different recipients. I am not mad. Just informing so
communication can get top the customers.

Kevin

-----Original Message-----
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Karen S.
Richardson via bivio.com
Sent: Wednesday, May 4, 2022 16:21
To: club_cafe@bivio.com
Subject: [club_cafe] Re: E*Trade & Edward Jones

IF THIS IS IN ANSWER TO WHAT I SENT TODAY OUR BROKER IS TD AMERITRADE NOT
E*TRADE OR EDWARD JONES

Kevin Bray on

WRONG RECIPIANT

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Robert Nagler
Sent: Wednesday, May 4, 2022 14:39
To: club_cafe@bivio.com
Subject: [club_cafe] E*Trade & Edward Jones

If you are an E*Trade or Edward Jones customer, we need you to call their technical support desk and tell them this:

Your OFX server is blocking our club's accounting software when it tries to download trades from our account. Please whitelist bivio.com's IP address 170.187.200.41.

If you have a large account with them, contact your financial advisor, and they may be able to help. This has worked in the past.

We have been trying from our end, but it's very difficult to get through to the right people.

Thanks,

Rob Nagler

CEO

Bivio Inc.

Robert Nagler on

Hi Ty,

Yes, as soon as E*Trade fixes their end, we'll be all set. Apparently, we shook some trees, and they now say they are fixing the problem.

Thank you for your help.

Rob

Ty Hughes on

Rob:

Thanks. When the E*Trade access is fixed will Bivio sync pick up where it stopped or begin on the day it is fixed?

Ty H.

On May 7, 2022, at 6:56 PM, Robert Nagler <nagler@bivio.biz> wrote:

Hi Ty,

Yes, as soon as E*Trade fixes their end, we'll be all set. Apparently, we shook some trees, and they now say they are fixing the problem.

Thank you for your help.

Rob

Robert Nagler on

Ty writes:

Thanks. When the E*Trade access is fixed will Bivio sync pick up where it stopped or begin on the day it is fixed?

Yes.

Cheers,

Rob

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