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Is there any way to link my Bivio Member Data from my club to my personal Fidelity Account?
I don't want to link the club account to my personal broker
account.

However, Is there is any way to link my member data in Bivio
to my Fidelity broker account for tracking purposes??

Fidelity gives me a "No institutions containing
www.bivio.com/heidi_fredrick were found" when I try and
"Enter your institution's name or website address".

If I manually enter my Member Status data from my Bivio
member Status page, then holding details are not available
and neither are any automatic updates from that page.
Is there any link that I can use to allow Fidelity to access
my member percentage holding s information, and value
status?

Thanks for any info.

Heidi

Hi Heidi,

bivio is just the program where your club accounting is done. It is not a financial institution that your broker could link with.

You do not individually own specific stocks in your club. You own a portion of the club itself which owns the stocks.

Laurie Frederiksen
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On Mon, Jan 28, 2019 at 11:47 AM Heidi Fredrick via bivio.com <user*30186800001@bivio.com> wrote:
I don't want to link the club account to my personal broker
account.

However, Is there is any way to link my member data in Bivio
to my Fidelity broker account for tracking purposes??

Fidelity gives me a "No institutions containing
www.bivio.com/heidi_fredrick were found" when I try and
"Enter your institution's name or website address".

If I manually enter my Member Status data from my Bivio
member Status page, then holding details are not available
and neither are any automatic updates from that page.
Is there any link that I can use to allow Fidelity to access
my member percentage holding s information, and value
status?

Thanks for any info.

Heidi