Does more than one account at Schwab interfere with Bivio sync?

Daniel Lapp on

Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.

Donna OConnnell on

You tell Bivio only to use the club account.

Many people have personal accounts and still use Bivio.

On Thu, May 18, 2023 at 10:32 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:

Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.

Donna O'Connell

Linda Glein on

Correct. I have two personal accounts with TDA and am Treasurer for 2 clubs with accounts at TDA.

They are separate and distinct accounts and Bivio has no confusion at all.

Linda

On Thu, May 18, 2023 at 10:32 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:

Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.

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