Thank you for this update Justin!
Lynda Feit
Sent from my iPhone

> On Jan 9, 2026, at 7:11 PM, Justin Schell <jschell@bivio.biz> wrote:
>
> Hi all,
>
> Good news, we are now set up with access to Fidelity data via the provider SnapTrade. Additionally, we are waiting for access to be authorized via another provider -- Quiltt.
>
> Since we have access via SnapTrade now, we have started the process of completing the necessary work to support AccountSync with them. This means that we'll be assessing the data we're getting, making updates to the bivio software, and doing internal testing. We're hopeful that SnapTrade will prove to be a suitable data provider for our and your needs.
>
> Some time will be required to complete this work, but we will do so as quickly as possible. Again, we thank you for your patience.
>
> Justin
> bivio, Inc.

Great news, and thanks Justin and team for being diligent on the issue.

Just curious if Schwab had no issues with account sync using existing process? Would any changes to Fidelity’s be applicable to other brokerages as well?

> On Jan 9, 2026, at 10:11 PM, Justin Schell <jschell@bivio.biz> wrote:
>
> Hi all,
>
> Good news, we are now set up with access to Fidelity data via the provider SnapTrade. Additionally, we are waiting for access to be authorized via another provider -- Quiltt.
>
> Since we have access via SnapTrade now, we have started the process of completing the necessary work to support AccountSync with them. This means that we'll be assessing the data we're getting, making updates to the bivio software, and doing internal testing. We're hopeful that SnapTrade will prove to be a suitable data provider for our and your needs.
>
> Some time will be required to complete this work, but we will do so as quickly as possible. Again, we thank you for your patience.
>
> Justin
> bivio, Inc.

Hi Sarah,

Yes, we will let certainly send an update here and to affect clubs directly when the work for Fidelity is complete and we're ready for clubs to link their accounts.

Raj, regarding your questions from last week -- we have a direct connection to Schwab's API, which is separate from how we were getting data from Fidelity. Assuming we are happy with using SnapTrade for Fidelity data, we may decide to add support for other brokers that they support in the future if there is demand from clubs. You can see their current broker list here: https://snaptrade.notion.site/brokerages

Justin
bivio, Inc.

Hi all,

Good news, the AccountSync software updates to import Fidelity account data via SnapTrade have been released. Clubs can now complete the process of re-linking their Fidelity accounts to their bivio accounts.

We've contacted some clubs directly and many have successfully connected their accounts. We will contact the rest in the coming days.

For the time being, we are manually inspecting transactions to try to ensure that they are being imported correctly. We will continue to do so for most transactions until we are confident that we've seen what the majority of the transaction data looks like and are handling it correctly. This means that transactions might get imported at odd hours until we allow automatic importation.

We are importing transactions starting from the day after the most recent Fidelity transaction entered in your club's bivio account so that we don't create duplicates of any manually entered transactions. If you need earlier transactions imported, please contact support@bivio.com.

As always, please let us know if any imported transactions are missing or incorrect.

For those clubs that want to connect their Fidelity accounts now, please visit the link below for instructions:

https://www.bivio.com/site-help/bp/AccountSync_Fidelity_Setup_Help

Contact us at support@bivio.com if you have questions or run into any trouble.

Again, I'd like to thank you all for your patience in this process.

Justin
bivio, Inc.

fidelity synch now working. you may need to reregister