Is anybody using Scottrade with Account Sync? I called the
local office of Scottrade and the office did not aware of
Account Sync.

R Gallaher E-mail add rgallahe@insight.rr.com

Hi Ray,

We're not using Scottrade, but we use Firstrade. They are not familiar
either. I have asked tech support to please send me a couple of paragraphs
about bivio.com and the AccountSync program, along with instructions, so I
can pass it on to my broker. I have not received it yet.

From what I understand, bivio programmers are very busy with server updates,
tax stuff and other improvements, and are not actively pursuing brokers, on
our behalf. I was told that, if we want our broker on the program, we
needed to go after them ourselves.

Lynn Ostrem, President
garbagecop@earthlink.net
Crow River Investment Club
www.bivio.com/crowriver

Raymond A Gallaher wrote:
> Is anybody using Scottrade with Account Sync? I called the
> local office of Scottrade and the office did not aware of
> Account Sync.
>
> R Gallaher E-mail add rgallahe@insight.rr.com

We've been using it for several months now without a glitch.
Bivio told us how to set it up when we signed on --- a piece
of cake. We do, however, have to record our own bank
deposits since Scottrade does not have checking accounts for
investment clubs.

Judy Canyock
Fortune Hunters
Fairfax VA

Judy Canyock writes:
> Raymond A Gallaher wrote:
> > Is anybody using Scottrade with Account Sync? I called the
> > local office of Scottrade and the office did not aware of
> > Account Sync.
> >
> > R Gallaher E-mail add rgallahe@insight.rr.com
>
> We've been using it for several months now without a glitch.

Thanks, Judy. Scottrade works with AccountSync just fine.

> Bivio told us how to set it up when we signed on --- a piece
> of cake. We do, however, have to record our own bank
> deposits since Scottrade does not have checking accounts for
> investment clubs.

You might consider dropping your checking account as recommended in
The One Minute Treasurer guide:

http://www.bivio.com/club_cafe/files/TheOneMinuteTreasurer.pdf

Cheers,
Rob

Lynn Ostrem writes:
> From what I understand, bivio programmers are very busy with server updates,
> tax stuff and other improvements, and are not actively pursuing brokers, on
> our behalf. I was told that, if we want our broker on the program, we
> needed to go after them ourselves.

You are correct: We are not actively seeking new brokers. The largest
brokers are already on our system. Some brokers are contacting us,
and we're talking with them. This takes time, sometimes a *long*
time.

We are actively working on some system performance upgrades. These
will be released over the coming weeks.

Cheers,
Rob

Listen up all you Firstrade customers:

I'm working with Eric in customer support to put together a request for
Firstrade. If you use this broker and would like to get the AccountSync
program up and running, would you please respond here. I'd like to get a
count of current clubs to let them know we're serious.

Thanks,

Lynn Ostrem, VP
garbagecop@earthlink.net
Crow River Investment Club
www.bivio.com/crowriver