ETRADE switched our account to Morgan Stanley- BROKE SYNC

Alan Lee on

ETrade merged with Morgan Stanley and switched out brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing.

Anyone else stuck or know how to resolve this???

ALAN LEE

Alan M. Lee on

Sorry this is a DUPE- PLEASE use the other, later message/
IF the admin can delete this one, Thanks!

Gary Henricksen on

Can't comment on Morgan Stanley, but can say that I love the sync process between Bivio and Charles Schwab.

Treasurer, Keene Horizons Investment Club

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Alan Lee via bivio.com
Sent: Wednesday, September 6, 2023 11:54 AM
To: club_CAFE@BIVIO.com
Cc: beechtree@bivio.com
Subject: [club_cafe] ETRADE switched our account to Morgan Stanley- BROKE SYNC

ETrade merged with Morgan Stanley and switched out brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing.

Anyone else stuck or know how to resolve this???

ALAN LEE