Laurie,

I just got off the phone with Folio about this issue.  The representative I spoke to said they must receive the request in writing....email is acceptable as long as it is being sent from the email address on file of the account administrator.  In the subject line include "ATTN: Reyna"  In the body, along with your request to remove the 2nd factor authentication, include your account number, account username, and note that your club uses bivio to transfer data.  

The process should take 24-48 hours, but you will not receive a response.  

Pam

Cler

makingmoney61874

On Wed, Oct 26, 2016 at 6:29 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi All, Just an update on this.  It is apparently not enough to just login to Folio and select "Skip" once to temporarily bypass the 2 factor page.   You need to actually call Folio and tell them you use bivio and you need to have the screen removed so that bivio will be able to access your club transaction data.  They can do that until the 30 day implementation period is up.  They should be able to tell you how long it will take to make the change. Once it has gone through,  you may need to enter your Folio login credentials in bivio to start AccountSync back up again. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivi Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

On Mon, Oct 24, 2016 at 2:10 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Thank you for sending the screen capture Len.  As you all can see, the "Skip for now" link toward the bottom is what you should choose to delay implementing the 2 factor for 30 days so you don't break your AccountSync connection right now. Google Authenticator is an app for your phone which will generate a code that you'll need to enter along with your userID and password when you login to Folio. You'll need to generate and use this extra code every time you login from a new device or if it has been more than 30 days since you last generated a code.  It will make your login more secure but it will also be a bit more of a pain. Since we don't have to login to your actual trading account, we are working with Folio to set up a way that we can access  your transaction data from a view only account which they have said will not require 2 factor and therefore will not disrupt AccountSync. We hope to have something for you to try within the next week or two.  If your club uses Folio and you'd like to help us out with the trial, let us know at support@bivio.com Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivi Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

On Mon, Oct 24, 2016 at 9:31 AM, Len Douglass <pbco@comcast.net> wrote:

This is what you see after you log into Folio, you can delay for up to 30 days.  Based on 2 logins you have to select skip every time you login.  This screen raises the question what is Google Authenticator? I will have to Google it [Grin]! Len Douglass Financial Partner SEMICH NAIC Model Club

 

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Marty Eckerle
Sent: Sunday, October 23, 2016 11:50 PM
To: club_cafe@bivio.com
Subject: RE: [club_cafe] Attn Clubs That Use Folio

 

SEIIC club just delayed. 

 

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen
Sent: Sunday, October 23, 2016 9:20 PM
To: The Club Cafe <club_cafe@bivio.com>
Subject: Re: [club_cafe] Attn Clubs That Use Folio

 

We were told they were implementing this for everyone on Saturday.  They may have delayed their rollout for some accounts.  I do know that quite a few have already been affected but we have no way to know exactly when any specific account will be affected. I'd recommend you contact them to find out when to expect the change for your club account (and ask them to delay it). Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivi Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

 

 

On Sun, Oct 23, 2016 at 8:52 PM, Pam Cler <pjcler@gmail.com> wrote:

Laurie,

 

I just tried this (7:45 p.m. on Sunday) and there was nothing about setting up 2 factor authentication.  Do you think they haven't implemented this yet?  I'll try again in the morning.

Pam

Cler

makingmoney61874

 

On Thu, Oct 20, 2016 at 1:30 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:

Hi All, If your investment club uses Folio Investing as a brokerage and bivio AccountSync to automatically enter your transactions into bivio, you need to take action. We have been made aware that Folio is implementing 2 factor authentication for all of their accounts.   They may have offered this to you already, but starting on Saturday October 22,  they will be implementing it for all Folio accounts. This means that when you login into your Folio account after Saturday,  you will be asked whether you'd like to set up 2 factor authentication.  At this point,  if you'd like to keep your AccountSync link with bivio working,  you should answer no.  This will delay the implementation for 30 days. We are working with them to determine a work around for getting your data into bivio so eventually you'll be able to get the 2 factor going.  We should have more details for you on what that is in the next week or so. Make sure to login sometime soon after Saturday to tell them to hold off on making the change and avoid any issues with keeping your AccountSync connection working. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend!  www.facebook.com/bivio Follow us on twitter!  www.twitter.com/bivi Follow Us on Google+ Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe