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Where is link that tells how to correct differences in cash
accounts and number of shares owned . Bivio does not agree
with my club's TD Ameritrade Acount

Hi,

Here is the link with instructions for finding and correcting a cash balance discrepancy:

Correcting Your Records - Cash Balance

Here is the one for correcting a discrepancy in number of shares:

Correcting Your Records - Number of Shares

Both links are also available on our Help page.

Laurie Frederiksen
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www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
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On Tue, Nov 18, 2014 at 4:26 PM, thomas campbell <thelandman@mindspring.com> wrote:
Where is link that tells how to correct differences in cash
accounts and number of shares owned . Bivio does not agree
with my club's TD Ameritrade Acount

Thanks for your help in all matters in regard to investment records.  Due to your assistance in past years, my records have no discrepancies for a change!

Mary Fran Novak
On Nov 18, 2014, at 3:30 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi,

Here is the link with instructions for finding and correcting a cash balance discrepancy:

Correcting Your Records - Cash Balance

Here is the one for correcting a discrepancy in number of shares:

Correcting Your Records - Number of Shares

Both links are also available on our Help page.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe



On Tue, Nov 18, 2014 at 4:26 PM, thomas campbell <thelandman@mindspring.com> wrote:
Where is link that tells how to correct differences in cash
accounts and number of shares owned .  Bivio does not agree
with my club's TD Ameritrade Acount


Thank you Mary. That is great to hear. I'll bet it's a really nice feeling!

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Sat, Nov 22, 2014 at 12:19 PM, Mary Fran Fitzgerald Novak via bivio.com <user*7094300001@bivio.com> wrote:
Thanks for your help in all matters in regard to investment records. Due to your assistance in past years, my records have no discrepancies for a change!

Mary Fran Novak

On Nov 18, 2014, at 3:30 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi,

Here is the link with instructions for finding and correcting a cash balance discrepancy:

Correcting Your Records - Cash Balance

Here is the one for correcting a discrepancy in number of shares:

Correcting Your Records - Number of Shares

Both links are also available on our Help page.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Tue, Nov 18, 2014 at 4:26 PM, thomas campbell <thelandman@mindspring.com> wrote:
Where is link that tells how to correct differences in cash
accounts and number of shares owned . Bivio does not agree
with my club's TD Ameritrade Acount