Our AccountSync^TM service will import your brokerage transactions automatically. Any activity in your account is automatically and securely transmitted to bivio. This includes member deposits, stock purchases and sales, interest, stock splits, mergers, dividends, spin-offs and more.

Of course, you can also enter information yourself.

That's simple also. You will have screens like the one below where you will see information about your accounts , your investments and your members . Buttons at the top of each one will lead you to forms where you can enter transactions quickly and easily.

To learn more about entering transactions into bivio, we recommend our Treasurers training series.
1 - Orientation To Investment Club Accounting
2 - Monthly Treasurer Tasks
3 - Non Monthly Treasurer Tasks

Previous

Next