Greetings,

I just paid the $99 to join and I am filling out the
information to link to your broker, Scottrade. I'm just a
little nervous giving the login and password to the account.
I would appreciate any feedback from out there to ease my
mind.

Thanks!

> I am filling out the information to link
> to your broker, Scottrade. I'm just a
> little nervous giving the login and
> password to the account.

Remember that there is no requirement to use "AccountSync".
If you'd sleep better at night entering transactions by hand
so you don't have to share your broker login information
with bivio, that's just fine. That's what my club does.

-Jim Thomas

Thanks Jim for your input. Will you please give me an idea
of how much time is involved for inputting by hand?

Thanks!

Johnny

Jim Thomas wrote:
> > I am filling out the information to link
> > to your broker, Scottrade. I'm just a
> > little nervous giving the login and
> > password to the account.
>
> Remember that there is no requirement to use "AccountSync".
> If you'd sleep better at night entering transactions by hand
> so you don't have to share your broker login information
> with bivio, that's just fine. That's what my club does.
>
> -Jim Thomas

Johnny wrote:
> I'm just a little nervous giving the login and password to the account.
> I would appreciate any feedback from out there to ease my mind.

I appreciate your concerns.

AccountSync is a highly secure service. Your login and
password
are stored in our database in an encrypted form to which
only three
people have the key. Our Internet security experts are some
of the
best in the industry. Moreover, our servers are in a locked
cabinet,
in a facility which is manned round the clock. Entry is
protected
by biometric locks.

It is extremely unlikely that an employee of your brokerage
or bivio
would misappropriate funds. We can trace all actions that
happen on
our website. Your brokerage can do the same. No one can
obtain money
from your brokerage account without leaving a long and
detailed trail.
Account misappropriation is a serious crime.

I hope this message puts you and your members at ease.

Eric Dobbs
bivio, Inc.

> Thanks Jim for your input. Will you
> please give me an idea of how much
> time is involved for inputting by hand?

That's going to depend on how much activity goes on in your
club portfolio (member deposits, stock trades, dividends,
interest, etc). For my club, it's a rare month where even
as much as 15 minutes is required. Of course I've been
doing it for years so routine things have become, well,
routine.

-Jim Thomas