I am a new treasurer and our club has sub. We are with
Scottrad. Will broker transaction be sent to our Bivio
account automatically or do I need to activate tranfer
action? What broker fees are not automatically posted that
require my action? Thank You Robert O. Broline id
"bobroline" at Bivio.

Robert Broline writes:
> I am a new treasurer and our club has sub. We are with
> Scottrad. Will broker transaction be sent to our Bivio
> account automatically or do I need to activate tranfer
> action? What broker fees are not automatically posted that
> require my action?

Everything on Scottrade is transferred automatically. You'll get an
email when transactions are entered by AccountSync.

You need to fill out your AccountSync information here:

https://www.bivio.com/my-club-site/admin/subscribe/account-sync/setup

Cheers,
Rob