Our older Charles Schwab transactions are missing in bivio. New ones are there so it doesn't seem to be an issue with the connection. Charles Schwab does not provide OFX file format which is the only one that bivio accepts so I'll try and find a tool to convert CSV to OFX unless anyone here has a different approach.

Note that we at bivio have access to up to the last 2 years of Schwab transactions for linked accounts. Clubs are welcome to contact us at support@bivio.com and we will attempt to import any missing transactions from within that time period. Just let us know your club name.

Justin Schell
bivio, Inc.