We have run into problems transferring our account from
Foliofn and may face the automatic transfer to Interactive
Brokers; can this account be synced to Bivio? We thought
we could move to Schwab but can't get a cash account there,
which is a messy complication. Thanks for your response.
Colene (Walden)
We have run into problems transferring our account from Foliofn and may face the automatic transfer to Interactive Brokers; can this account be synced to Bivio? We thought we could move to Schwab but can't get a cash account there, which is a messy complication. Thanks for your response. Colene (Walden)
Peter Dunkelberger on
What does that mean "can't get a cash account there..."?
We have run into problems transferring our account from
Foliofn and may face the automatic transfer to Interactive
Brokers; can this account be synced to Bivio? We thought
we could move to Schwab but can't get a cash account there,
which is a messy complication. Thanks for your response.
Colene (Walden)
Laurie Frederiksen on
We do not currently offer a direct AccountSync link to Interactive Brokers accounts.
You can download an OFX file of data from them and then read it into bivio.
We are looking into adding a direct link, and have found it is not a simple programming task to do so so we cannot give an estimate at this point of when or if that will happen.
As was mentioned earlier, here is a link to the brokerages currently supported by AccountSync:
We have run into problems transferring our account from
Foliofn and may face the automatic transfer to Interactive
Brokers; can this account be synced to Bivio? We thought
we could move to Schwab but can't get a cash account there,
which is a messy complication. Thanks for your response.
Colene (Walden)
Daniel Williams on
We are a new club (< 1 year), and we opted to go with Etrade. It was not difficult, but it was a bit cumbersome to get set up with them. But we've been happy with our relationship with them. Our account did come with check writing privileges. We set several members up as "co-agents", each of whom can conduct business with ETRADE on behalf of the club, including writing checks. That might be a little dicey for some clubs but we are not all in the same city and we're basically a family club. We monitor their travel histories!
Though we wanted flexibility, internally, we did designate one person to be "lead" co-agent. It works for us.
On Saturday, January 9, 2021, 12:53:45 PM CST, Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote:
We have run into problems transferring our account from Foliofn and may face the automatic transfer to Interactive Brokers; can this account be synced to Bivio? We thought we could move to Schwab but can't get a cash account there, which is a messy complication. Thanks for your response. Colene (Walden)