I would like to turn off the account sync feature. Is there
a way to do this-I am more comfortable entering the info
myself.

Thanks

Bullschmidtt Investments

> I would like to turn off the account sync feature. Is there
> a way to do this-I am more comfortable entering the info
> myself.

Send an email to support@bivio.com. We'll refund your subscription.

We'd greatly appreciate hearing about your experience with the
service.

Cheers,
Rob

An interesting observation about Account Sync and the
subscription fee. Since the subscription is paid for
directly to bivio.com by credit card, the cost must be
manually entered. We did it as a contribution by the member
whose credit card we used, then turned around and entered
the expense as a Club Accounting expense. We had to use
BuyandHold.com as the account, even though it had nothing to
do with our brokerage account.

Is it possible that for renewals of this service, bivio
could offer the option of deducting the fee from available
cash, or instant deposit on buyandhold.com? It would be
more convenient, and track better through the accounting.

Bruce Lehnertz
Central Iowa Profiteers (Club ID: CIP for those who want a
referral ID)

Rob Nagler wrote:
> > I would like to turn off the account sync feature. Is there
> > a way to do this-I am more comfortable entering the info
> > myself.
>
> Send an email to support@bivio.com. We'll refund your subscription.
>
> We'd greatly appreciate hearing about your experience with the
> service.
>
> Cheers,
> Rob

Bruce Lehnertz writes:
> Is it possible that for renewals of this service, bivio
> could offer the option of deducting the fee from available
> cash, or instant deposit on buyandhold.com? It would be
> more convenient, and track better through the accounting.

Yes, we would like to support ACH payments. In the case of credit
cards, you should create a new account called "Out of Pocket Expenses"
(or something like that). You then can keep your B&H transaction
history clean. Check out our help topic on the subject:

http://www.bivio.com/hp/out-of-pocket-expenses.html

I hope this helps.

Cheers,
Rob