New Schwab AccountSync Setup

Robert Nagler on

Hi All,

The new Schwab interface to AccountSync is in production. All Schwab AccountSync clubs should switch to the new interface. Here are the instructions on how to switch to the new interface:

https://www.bivio.com/site-help/bp/Schwab_AccountSync_setup_Help

If your club was part of the beta program or if your club setup Schwab AccountSync in the last two weeks, you do not need to do anything.

Thank you to all the beta testers. Your contribution made an impact on the quality of the interface.

As usual, if you have any questions, please email support@bivio.com.

Thanks,
Rob

Michael Grove on

Thanks Rob. Should I do the switch even if our AccountSync has been working fine?

Mike

On Wed, Nov 16, 2022 at 2:47 PM Robert Nagler <nagler@bivio.biz> wrote:

Hi All,

The new Schwab interface to AccountSync is in production. All Schwab AccountSync clubs should switch to the new interface. Here are the instructions on how to switch to the new interface:

https://www.bivio.com/site-help/bp/Schwab_AccountSync_setup_Help

If your club was part of the beta program or if your club setup Schwab AccountSync in the last two weeks, you do not need to do anything.

Thank you to all the beta testers. Your contribution made an impact on the quality of the interface.

As usual, if you have any questions, please email support@bivio.com.

Thanks,
Rob

Robert Nagler on

Hi Mike & Schwab Yodlee users,

> Should I do the switch even if our AccountSync has been working fine?

Yes, you have to switch. The new interface is more reliable, and doesn't have the delays some have seen with Yodlee.

All Schwab Yodlee users must switch by 12/12/2022.

Thanks,

Rob

K. Jones on

Our brokerage is TD Ameritrade and they have not informed me to switch over yet. If I do, will they know I switched and still sync my daily financial transactions to BIVIO?

Kevin

Sent from Mail for Windows

From: Robert Nagler
Sent: Thursday, November 17, 2022 8:53 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] New Schwab AccountSync Setup

Hi Mike & Schwab Yodlee users,

> Should I do the switch even if our AccountSync has been working fine?

Yes, you have to switch. The new interface is more reliable, and doesn't have the delays some have seen with Yodlee.

All Schwab Yodlee users must switch by 12/12/2022.

Thanks,

Rob

Randy Purvis on

Our club also uses TD Ameritrade. The data link is working fine. I don't think the Schwab merger with TD affects us until the business combination is completed. I'm not doing anything until the data link quits working.

Randy

Sent from my iPhone

On Nov 21, 2022, at 10:28 PM, K. Jones via bivio.com <user*35759800001@bivio.com> wrote:

Our brokerage is TD Ameritrade and they have not informed me to switch over yet. If I do, will they know I switched and still sync my daily financial transactions to BIVIO?
Kevin
Sent from Mail for Windows
From: Robert Nagler
Sent: Thursday, November 17, 2022 8:53 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] New Schwab AccountSync Setup
Hi Mike & Schwab Yodlee users,
> Should I do the switch even if our AccountSync has been working fine?
Yes, you have to switch. The new interface is more reliable, and doesn't have the delays some have seen with Yodlee.
All Schwab Yodlee users must switch by 12/12/2022.

Thanks,
Rob

Becky Kruse on

Hi Kevin and all,

If your club's broker is TD Ameritrade, your club shouldn't do anything at this time. Only existing Charles Schwab clubs need to register now, following the instructions in this link. The process is quick and painless!

https://www.bivio.com/site-help/bp/Schwab_AccountSync_setup_Help

Thanks everyone,
Becky Kruse
bivio

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