Did you use NAIC software accounting package. We are 10
years old and converted to Bivio two years ago. I had to be
walked through the import. WE converted from a client
TDAmeritrade account to an institutional accountaover a year
ago . It took almost a year to get the correct account #
from TD to link with Bivio, Bivio could not tell me how the
account # should be set up.per client confidentuality. Td
changed account #'s twice. Prev acc started with 503,and
903.
Finally after a year a good tech from TD realized we needed
another type of account.to straighten it out. TD transfered
the stock but I have to enter all purchace info. It did not
transfer.
I still had to enter some data this month as some dividends
went to old account.
c. gerke
Coles River Investment Group


raS1@aol.com wrote:
> Your best choice is to direct this question to bivio's support staff.
> However, I can tell you that AccountSync only works going forward.
>  
> Ira Smilovitz
>  
>
> In a message dated 07/30/2008 9:45:26 P.M. Eastern Daylight Time,
> lindawoo@bivio.com writes:
> I just
> signed up for bivio and set-up the account sync to
> our broker account with
> Ameritrade, but the only
> transactions that were imported were the ones my
> club made
> after we signed up for bivio.
>
> We have had our account with
> Ameritrade for five years, so I
> am really trying to avoid having to
> manually enter in
> several hundred transactions. I know that you can upload
> OFX
> files into bivio, but Ameritrade's downloaded files are csv.
>
> Has
> anyone else been in a similar situation? Do you know of
> an csv to ofx
> converter tool? Any ideas for a
> workaround?
>
>
>
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