Attention bivio Clubs Using Charles Schwab as a Broker

AccountSync Setup Changes Needed for Schwab Clubs

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Changes are needed to your AccountSync connection

If your club is using Charles Schwab as your broker, you will need to make a change in your AccountSync setup in bivio for it to continue to work.

Schwab has asked that we switch to accessing your data through a service called Yodlee. That allows them to have less different sources for data access which they feel is more secure.

This describes what you need to do to set it up:

Schwab Yodlee AccountSync Setup Instructions

We'd recommend you make the change as soon as possible to avoid disruptions.

As usual, if you have any questions about this, send them to support@bivio.com

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