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TD AMeritrade account number change
do Bivio members with TD Ameritrade accounts need to take
any actions do to there account numbers changing on May
11th, 2007?
Mark Lindsey wrote:
> do Bivio members with TD Ameritrade accounts need to take
> any actions do to there account numbers changing on May
> 11th, 2007?
 
If your brokerage login or account number changes, you can update the
AccountSync information by selecting the 'info' link next to the
brokerage account on the Accounting / Accounts page.
 
https://www.bivio.com/my-club-site/accounting/accounts
 
We'll be monitoring AccountSync during the switch-over for any import
problems.
 
Paul Moeller
bivio, Inc.