We have an investment club that uses this site so that we
can keep up with our records. We are also with the NAIC. I
remimbered when we frist set up this site it asked us if we
where apart of the NAIC if we want to down load something
from their site. Now how to I do this and is it needed?
Please give me all the info I need in one email if you can.

Sean and Katrice Noble wrote:
> We have an investment club that uses this site so that we
> can keep up with our records. We are also with the NAIC. I
> remimbered when we frist set up this site it asked us if we
> where apart of the NAIC if we want to down load something
> from their site. Now how to I do this and is it needed?
> Please give me all the info I need in one email if you can.

If you are using NAIC Club Accounting, a PC program, you can
import this directly into bivio. If you aren't using NAIC
Club Accounting, there's nothing to import from the NAIC.

To import your accounting, go to Administration > Tools >
Import NAIC Club Accounting. Here's the link:

https://www.bivio.com/my-club-site/accounting/import

You'll then be prompted with a screen which tells you how to
create the NCADATA.DAT file from the NAIC Club Accounting
program. Once you have this file, you select it on the
import page using the Browse button.

Please also visit our help topic:

http://www.bivio.com/hp/importing-naic-club-accounting.html

Rob