Our club has been using Accountsync (We love it) with Schwab
and are now changing to Waterhouse. What steps should I
take to ensure that we don't lose any records of basis etc.
when the change occurs?
Thanks for any tips.
Anne W.

ANNE WEEKS wrote:
> What steps should I take to ensure that we don't lose any records of basis etc. when the change occurs?
 
When you open your Waterhouse account, select the 'new account' icon
on the Accounting / Accounts page.
 
https://www.bivio.com/my-club-site/accounting/accounts
 
After entering your brokerage information, AccountSync will begin
checking that account daily for activity. Our software tracks
investment information independently of the account used, so there are
no other steps required.
 
Paul Moeller
bivio Inc.