I want to try the account sync feature before I pay for the
subscription. I'm still in the trial period. I've just
done our club's first transaction with the brokerage, and
all information is filled about our brokerage account, etc.

How do I import the brokerage info about our transaction
into bivio?

Marsha A. Myers Revocable Trus writes:
> I want to try the account sync feature before I pay for the
> subscription. I'm still in the trial period. I've just
> done our club's first transaction with the brokerage, and
> all information is filled about our brokerage account, etc.
>
> How do I import the brokerage info about our transaction
> into bivio?

The broker import feature is included in all free trials.

You enter your account information into your broker account(s) on
bivio.com at the following link:

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

Please follow the instructions on this form. If you have multiple
accounts or if you'd like to change your information, you can visit
the Accounting > Accounts page:

https://www.bivio.com/my-club-site/accounting/accounts

Then click on the "info" link in the Action column on the same line as
the account you'd like to add. You can also create new accounts using
the "create account" green and yellow icon.

Cheers,
Rob