Rob,
I read your response that Bivio enhances its software app to
accept the changes of the brokers, but the balances still do
not match. The rounding (I was told by on of your reps) is
not the same as Ameritrade.

Please advise us if there is a procedure that we can perform
so that our accounts will match.

Thanks...

Angela Cox writes:
> I read your response that Bivio enhances its software app to
> accept the changes of the brokers, but the balances still do
> not match. The rounding (I was told by on of your reps) is
> not the same as Ameritrade.

Ameritrade balances are almost always wrong. There's no way to get
them to match except once a month on the electronic statement.

I have a several Ameritrade accounts. It's very frustrating, because
I go to withdraw money and my account and cash values on the site (not
bivio) are often different even when my portfolio is entirely cash.
They are off by a few dollars or cents, but "generally" the same.

Cheers,
Rob