We've just moved our investment to Scottrade.
What do we need to do to sync this account
with bivio.
Thanks for your help.
Deb

Hi Deb,

All you need to do is set up an account in bivio to track your Scottrade transactions. Enter one or
two historical transactions that have occurred in that account.

Then, select the info link you will find next to the account name on the Accounting>Accounts page.
Enter your Scottrade login information.

The next time AccountSync runs, it should pull in any transactions that have occurred since the
date of the transactions you manually entered.

 Laurie Frederiksen
 bivio Inc.