TIME OF TRANSFER FROM BROKERAGE ACCOUNT TO BIVIO

JOAN FAVERO on

What time does the transfer occur from Chas Schwab to Bivio
Accounting Program? From what service do you get your end
of day quotes and what time do they update profiles? Do
you use the same service as Schwab?
Thanks, we are new to this.
Womens Insvestment Group (WIGS)

Laurie Frederiksen on

Hi Joan,

AccountSync transfer of data occurs very early in the morning following the close of a business day.

Stock prices are updated from a different data feed and are updated around 10PM Central Time each day.

You can find out more about our stock price data feed at:

http://www.bivio.com/hp/price-database.html

I do not know if this is the same one that Schwab uses or not but that does not matter. I discussed that subject in this recent Club Cafe message:

Pennies, Market Value and Valuations

Feel free to ask lots of questions. We were all new once and we’re glad to help you get started. We’d much prefer you to ask the question than to be uncomfortable about something in your records.

Laurie Frederiksen

www.bivio.com

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