Hi Rob,

Thank you for the update.  Will this affect Clubs using Schwab, like mine, who have not had any difficulty with account sync? Currently we connect through Yodlee which has continued to work for us when other's have communicated connection problems.

Nancy Murphy-Chadwick

Treasurer, Full Circle Investment Club

Sent from my Verizon, Samsung Galaxy smartphone

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

From: Robert Nagler <nagler@bivio.biz>

Date: 10/19/22 7:35 PM (GMT-06:00)

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

Subject: [club_cafe] Schwab approved, testing begins

Hi All,

Bivio is now an approved Schwab third party vendor. We have begun testing our software against theirs.

Our current estimate is that it will be production ready in two weeks. If you are interested in being a beta tester, please email support@bivio.com.

Thank you for your patience.

Cheers,

Rob

Sounds good - thank you

Penny Foy

Sent from my iPhone Penny Foy 319-432-1998

> On Oct 20, 2022, at 10:39 AM, Robert Nagler <nagler@bivio.biz> wrote:
>
> 
> Hi Nancy, Penny, and Schwab-Yodlee users:
>
> > I have the same question. We use Yodlee and have no problems syncing with Schwab.
>
> For the time being, you will continue to use Yodlee. Once all the non-working Schwab customers have been migrated, we will migrate the Schwab-Yodlee customers. We'll give you warning when this happens, but it will happen probably by late November.
>
> Cheers,
> Rob
>