Hi-

We recently signed up for the Account Sync feature with our
ETrade account. Our account records are now really off and
I have spent significant time trying to reconcile, but it
has not helped much. Is there any way to make a "clean
break" with our bivio account? Our club uses bivio to keep
track of individual share portion. If we can start our
records over and begin using the account sync feature, we
would be ok with that.

Please let me know if this makes any sense!

Thanks,

Marty Schmitt
BullSchmidtt Investments

Marty Schmitt writes:
> We recently signed up for the Account Sync feature with our
> ETrade account. Our account records are now really off and
> I have spent significant time trying to reconcile, but it
> has not helped much. Is there any way to make a "clean
> break" with our bivio account?

Yes, please contact customer support, and we'll send you links.
However, read below first.

> Our club uses bivio to keep track of individual share portion. If
> we can start our records over and begin using the account sync
> feature, we would be ok with that.

It may be that AccountSync can't go far enough back. There would also
be work categorizing historical payments before you used the penny
payment for automatically categorizing your AccountSync payments. I
would recommend that you keep your records as is and make the
necessary adjustments.

You should use our export/import feature to backup your records before
starting any historical changes like this. Here's a link to more
info:

http://www.bivio.com/hp/exporting-club-data.html

Cheers,
Rob