Account updates and Bivio Support
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Account updates and Bivio Support Our Club uses Ameritrade. For some reason the downloads from them have been slow and sometimes contain errors. I'm sure with tax season in 'full bloom' the Bivio staff in working at full capacity and getting in a lot of extra hours and headaches. Back in the 'old days' Bivio would alert me in the Bivio balance wasn't the same as my brokerage balance. I could then track down the difference and correct it. In the last several months our account is often out of balance, but I have not received any notices from Bivio. Has anyone else experienced this? Our account has not been updated from Ameritrade since 2/12/07 even though there have been @ 15 transactions. I have emailed Bivio three times about this problem. Has anyone had problems with Ameritrade or lack of updates from Bivio? Thanks, Joe Although we have not experienced this specific issue, we have been waiting over a week for an update from Bivio on a few items: our taxes/K-1s and the cessation of the AccountKeeper service. Very unlike them in my experience, we typically got responses in 24-48 hours. Alicia Peycelon writes: > Very unlike them in my experience, we typically got > responses in 24-48 hours. We are experiencing a large volume of requests, and one of our key staff has had a family emergency. This is slowing down our response rate drammatically. AccountKeeper is being discontinued. We now support only two services: AccountSync and ActivePartnership. With our new OFX import feature, you should be able to import transactions from most financial institutions, including banks. Our hope is that this new feature eases the transition from AccountKeeper to our supported services. We are working on AccountKeeper audits now, and will be mailing returns in a week or so. We apologize for the delays in our AccountKeeper and customer service. We appreciate your patience and understanding. Thanks, Rob Nagler CEO bivio Inc. I am still unable to successfully "import ofx" as you had described. I emailed Support weeks ago and have had no response. Meantime, our transactions are falling behind. Please help, Alicia Rob Nagler wrote: > Alicia Peycelon writes: > > Very unlike them in my experience, we typically got > > responses in 24-48 hours. > > We are experiencing a large volume of requests, and one of our key > staff has had a family emergency. This is slowing down our response > rate drammatically. > > AccountKeeper is being discontinued. We now support only two > services: AccountSync and ActivePartnership. With our new OFX import > feature, you should be able to import transactions from most financial > institutions, including banks. Our hope is that this new feature > eases the transition from AccountKeeper to our supported services. > > We are working on AccountKeeper audits now, and will be mailing > returns in a week or so. > > We apologize for the delays in our AccountKeeper and customer > service. We appreciate your patience and understanding. > > Thanks, > Rob Nagler > CEO > bivio Inc. Alicia Peycelon writes: > I am still unable to successfully "import ofx" as you had > described. > > I emailed Support weeks ago and have had no response. Expect an answer from support today with details on your situation. Cheers, Rob |
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