Entering Information
Entering Information

We want you to be able to enter your accounting information as quickly and simply as possible. In fact, you can use our AccountSync TM service to import your brokerage transactions automatically.

AccountSync is an electronic link between your brokerage account and bivio. 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. With bivio, the computers do the work while you sit back and relax.

AccountSync TM is unique to bivio and is included with all subscriptions. Check here to see if your brokerage is supported.

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 members and your investments . Buttons at the top of each one will lead you to forms where you can enter transactions quickly and easily.