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AccountSync
Does anyone know how often or at what times the AccountSync
is supposed to update? All I can find is that it updates
"overnight"

Is there a way to speed up the updating process at all?
Updates occur once per day. They can't occur until the brokerages do their official updates which also occur hours after the markets close.
 
Ira Smilovitz
 
 
 
In a message dated 07/08/09 01:28:02 Eastern Daylight Time, caryberdy@bivio.com writes:
Does anyone know how often or at what times the AccountSync
is supposed to update? All I can find is that it updates
"overnight"

Is there a way to speed up the updating process at all?
 

Thanks for your reply. Any idea on what time of day this
actually occurs?

iras1 wrote:
> Updates occur once per day. They can't occur until the brokerages do their official updates which also occur hours after the markets close.
>  
> Ira Smilovitz
>  
>  
>  
> In a message dated 07/08/09 01:28:02 Eastern Daylight Time, caryberdy@bivio.com writes:
>
>
>
> .aolmailheader {font-size:8pt; color:black; font-family:Arial}
> a.aolmailheader:link {color:blue; text-decoration:underline; font-weight:normal}
> a.aolmailheader:visited {color:magenta; text-decoration:underline; font-weight:normal}
> a.aolmailheader:active {color:blue; text-decoration:underline; font-weight:normal}
> a.aolmailheader:hover {color:blue; text-decoration:underline; font-weight:normal}
>
> Does anyone know how often or at what times the AccountSync
> is supposed to update? All I can find is that it updates
> "overnight"
>
> Is there a way to speed up the updating process at all?
>
>  
> Popular laptop deals plus free shipping!
I would guess sometime between 10pm and midnight Eastern Time, but the support staff at bivio would know for sure.
 
Ira Smilovitz
 
 
In a message dated 07/08/09 01:53:47 Eastern Daylight Time, caryberdy@bivio.com writes:
Thanks for your reply. Any idea on what time of day this
actually occurs?

iras1 wrote:
> Updates occur once per day. They can't occur until the brokerages do their official updates which also occur hours after the markets close.
>  
> Ira Smilovitz
>  
>  
>  
> In a message dated 07/08/09 01:28:02 Eastern Daylight Time, caryberdy@bivio.com writes:
>
>
>
> .aolmailheader          {font-size:8pt; color:black; font-family:Arial}
> a.aolmailheader:link    {color:blue; text-decoration:underline; font-weight:normal}
> a.aolmailheader:visited {color:magenta; text-decoration:underline; font-weight:normal}
> a.aolmailheader:active  {color:blue; text-decoration:underline; font-weight:normal}
> a.aolmailheader:hover   {color:blue; text-decoration:underline; font-weight:normal}
>
> Does anyone know how often or at what times the AccountSync
> is supposed to update? All I can find is that it updates
> "overnight"
>
> Is there a way to speed up the updating process at all?
>
>  
>  Popular laptop deals plus free shipping!
 

Cary Berdy wrote:
> Does anyone know how often or at what times the AccountSync
> is supposed to update? All I can find is that it updates
> "overnight"

AccountSync starts importing transactions from the previous
day at 5am Mountain time and finishes in a couple hours or
more depending on how many transactions happened the
previous day or various other factors.

> Is there a way to speed up the updating process at all?

We used to start the import as early as 8pm Mountain time
but found that most brokers weren't done with their own
nightly processing until later.

Eric Dobbs
bivio Inc.
Eric Dobbs wrote:
> Cary Berdy wrote:
> > Does anyone know how often or at what times the AccountSync
> > is supposed to update? All I can find is that it updates
> > "overnight"
>
> AccountSync starts importing transactions from the previous
> day at 5am Mountain time and finishes in a couple hours or
> more depending on how many transactions happened the
> previous day or various other factors.
>
> > Is there a way to speed up the updating process at all?
>
> We used to start the import as early as 8pm Mountain time
> but found that most brokers weren't done with their own
> nightly processing until later.
>
> Eric Dobbs
> bivio Inc.


Does Account Sync also work for bank accounts?
There is currently no automatic AccountSync connection available for stand alone bank accounts. We
do, however, offer the ability to read in an .OFX file if your bank can provide that.

      Laurie Frederiksen
      bivio Inc.

Ah, I found it. It is in the account itself rather than in a higher level.

Thanks

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie
Frederiksen
Sent: Sunday, July 12, 2009 2:52 PM
To: 'The Club Cafe'
Subject: RE: club_cafe: Re: AccountSync

There is currently no automatic AccountSync connection available for stand
alone bank accounts. We
do, however, offer the ability to read in an .OFX file if your bank can
provide that.

      Laurie Frederiksen
      bivio Inc.

Laurie,

How does one import an OFX file? Is this something we can do ourselves or
does it require bivio support to do it for us?

Jeff

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie
Frederiksen
Sent: Sunday, July 12, 2009 2:52 PM
To: 'The Club Cafe'
Subject: RE: club_cafe: Re: AccountSync

There is currently no automatic AccountSync connection available for stand
alone bank accounts. We
do, however, offer the ability to read in an .OFX file if your bank can
provide that.

      Laurie Frederiksen
      bivio Inc.