AccountSync
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AccountSync I have input our brokerage info for AccountSync. Does this update automatically (i.e. in the middle of the night), or is there some place that we can click on to update our files? Once you've entered your brokerage account info, any items that appear in the account's transaction will be picked up by accountsync, usually by the following morning. You'll receive an email each time transactions are added by account sync. In some cases, the email will list an "unidentified transfer", and will provide a link into your bivio account so that you can identify the transfer (for example, a transfer of cash from a checking account to your brokerage account). You'll love accountsync. tim kessler bivio account: sh_ic ----- Original Message ----- From: "Stewart Custis" <icecold@bivio.com> To: <club_cafe@bivio.com> Sent: Monday, December 17, 2001 5:11 PM Subject: club_cafe: AccountSync > I have input our brokerage info for AccountSync. Does this > update automatically (i.e. in the middle of the night), or > is there some place that we can click on to update our > files? > |
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