Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do not know the reason.
If any club uses Fidelity, can you tell me how you set up access to Fidelity for Bivio.
Thank you….
MLG
Sent from my iPhone
Carole Jansen on
I am the Treasurer of an investment club that changed to a Fidelity brokerage account about a year ago. If I remember correctly, I gave Bivio my Fidelity login information, the same as I had done for our online brokers prior to Fidelity. The difference this time is that I already had a personal Fidelity brokerage account, and the club account now has the same login information as my personal account, as it shows up on my main Fidelity account page. Our President also has access to our Fidelity account, but she has a different login, so she doesn't see my personal account.
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do not know the reason.
If any club uses Fidelity, can you tell me how you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
Alessandro Squeo on
Be careful with Phishing emails. They are very common nowadays.
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do not know the reason.
If any club uses Fidelity, can you tell me how you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
mary griffin on
Thank you, Carole. That is what we have done but Bivio has twice been unable to access the information from Fidelity even though we have never changed our user name or password.
I am the Treasurer of an investment club that changed to a Fidelity brokerage account about a year ago. If I remember correctly, I gave Bivio my Fidelity login information, the same as I had done for our online brokers prior to Fidelity. The difference this time is that I already had a personal Fidelity brokerage account, and the club account now has the same login information as my personal account, as it shows up on my main Fidelity account page. Our President also has access to our Fidelity account, but she has a different login, so she doesn't see my personal account.
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do not know the reason.
If any club uses Fidelity, can you tell me how you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
Genie Shoffey on
I don't think it is a good
idea to link your personal account with the club account. I keep
mine completely separate. Login for club account should be one
login only and not the same one used for any other account. Sounds
like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via
bivio.com wrote:
Thank you, Carole. That is what we have done but Bivio has twice
been unable to access the information from Fidelity even though we
have never changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity brokerage
account about a year ago. If I remember correctly, I
gave Bivio my Fidelity login information, the same as I
had done for our online brokers prior to Fidelity. The
difference this time is that I already had a personal
Fidelity brokerage account, and the club account now has
the same login information as my personal account, as it
shows up on my main Fidelity account page. Our
President also has access to our Fidelity account, but
she has a different login, so she doesn't see my
personal account.
Our
club switched last year from TDAmeritrade to Fidelity.
Twice so far Bivio has informed us that the user name
and password we established no longer work. Neither
we nor Fidelity made any changes to the user name or
password. Bivio states that they do not know the
reason.
If any club uses Fidelity, can you tell me how you set
up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
Carole Jansen on
Since my SS# was necessary to open both accounts, that is not possible. The money is not comingled, and I always have a lock-down on my personal accounts so no one can make withdrawals or trades on them except me. Also, the only people that could access my personal account are the Fidelity people, and they could do that whether or not the Investment Club account had the same login. Remember, the only other person that has access to the Investment Club account does not access it with my login.
Unless you can convince me otherwise, I don't think this is a problem.
I don't think it is a good
idea to link your personal account with the club account. I keep
mine completely separate. Login for club account should be one
login only and not the same one used for any other account. Sounds
like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via
bivio.com wrote:
Thank you, Carole. That is what we have done but Bivio has twice
been unable to access the information from Fidelity even though we
have never changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity brokerage
account about a year ago. If I remember correctly, I
gave Bivio my Fidelity login information, the same as I
had done for our online brokers prior to Fidelity. The
difference this time is that I already had a personal
Fidelity brokerage account, and the club account now has
the same login information as my personal account, as it
shows up on my main Fidelity account page. Our
President also has access to our Fidelity account, but
she has a different login, so she doesn't see my
personal account.
Our
club switched last year from TDAmeritrade to Fidelity.
Twice so far Bivio has informed us that the user name
and password we established no longer work. Neither
we nor Fidelity made any changes to the user name or
password. Bivio states that they do not know the
reason.
If any club uses Fidelity, can you tell me how you set
up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
Genie Shoffey on
Our Investment Club has
it's own Tax ID. With your SS, then all the taxable gains would
be be reported to the IRS as your responsibility, paid by you and
not the club. We use Bivio for our accounting program and it does
the taxes for us and provides the K-1 tax form for each person. I
was under the impression that you have to have a separate Tax ID
for a partnership/investment club. Hopefully,
an expert will respond to this.
On 11/16/2021 6:57 PM, Carole Jansen
via bivio.com wrote:
Since my SS# was necessary to open both accounts,
that is not possible. The money is not comingled, and I always
have a lock-down on my personal accounts so no one can make
withdrawals or trades on them except me. Also, the only people
that could access my personal account are the Fidelity people,
and they could do that whether or not the Investment Club
account had the same login. Remember, the only other person
that has access to the Investment Club account does not access
it with my login.
Unless you can convince me otherwise, I don't
think this is a problem.
I don't think it is a good idea to link
your personal account with the club account. I keep mine
completely separate. Login for club account should be one
login only and not the same one used for any other
account. Sounds like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via bivio.com wrote:
Thank you, Carole. That is what we
have done but Bivio has twice been unable to access the
information from Fidelity even though we have never
changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity
brokerage account about a year ago. If I
remember correctly, I gave Bivio my Fidelity
login information, the same as I had done for
our online brokers prior to Fidelity. The
difference this time is that I already had a
personal Fidelity brokerage account, and the
club account now has the same login information
as my personal account, as it shows up on my
main Fidelity account page. Our President also
has access to our Fidelity account, but she has
a different login, so she doesn't see my
personal account.
Our club switched last
year from TDAmeritrade to Fidelity. Twice so
far Bivio has informed us that the user name
and password we established no longer work.
Neither we nor Fidelity made any changes to
the user name or password. Bivio states that
they do not know the reason.
If any club uses Fidelity, can you tell me how
you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
--
Thanks,
Genie
(816) 516-3727
Carole Jansen on
Our Investment Club is a Partnership and it does have its own Tax ID, and a separate brokerage account under the Partnership name in Fidelity. All 2020 taxes were reported separately and correctly for both the Partnership and for my personal taxes. The fact that I had to use my SS# to set up a Fidelity Partnership brokerage account does not comingle the accounts for tax purposes.
We have had this setup since January 2020, and it works perfectly, like it should, including the Bivio automatic import of brokerage account transactions.
Our Investment Club has
it's own Tax ID. With your SS, then all the taxable gains would
be be reported to the IRS as your responsibility, paid by you and
not the club. We use Bivio for our accounting program and it does
the taxes for us and provides the K-1 tax form for each person. I
was under the impression that you have to have a separate Tax ID
for a partnership/investment club. Hopefully,
an expert will respond to this.
On 11/16/2021 6:57 PM, Carole Jansen
via bivio.com wrote:
Since my SS# was necessary to open both accounts,
that is not possible. The money is not comingled, and I always
have a lock-down on my personal accounts so no one can make
withdrawals or trades on them except me. Also, the only people
that could access my personal account are the Fidelity people,
and they could do that whether or not the Investment Club
account had the same login. Remember, the only other person
that has access to the Investment Club account does not access
it with my login.
Unless you can convince me otherwise, I don't
think this is a problem.
I don't think it is a good idea to link
your personal account with the club account. I keep mine
completely separate. Login for club account should be one
login only and not the same one used for any other
account. Sounds like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via bivio.com wrote:
Thank you, Carole. That is what we
have done but Bivio has twice been unable to access the
information from Fidelity even though we have never
changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity
brokerage account about a year ago. If I
remember correctly, I gave Bivio my Fidelity
login information, the same as I had done for
our online brokers prior to Fidelity. The
difference this time is that I already had a
personal Fidelity brokerage account, and the
club account now has the same login information
as my personal account, as it shows up on my
main Fidelity account page. Our President also
has access to our Fidelity account, but she has
a different login, so she doesn't see my
personal account.
Our club switched last
year from TDAmeritrade to Fidelity. Twice so
far Bivio has informed us that the user name
and password we established no longer work.
Neither we nor Fidelity made any changes to
the user name or password. Bivio states that
they do not know the reason.
If any club uses Fidelity, can you tell me how
you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
--
Thanks,
Genie
(816) 516-3727
ira smilovitz on
Carole,
The fact that you had to provide your SSN to open the investment club account is irrelevant to the future access to that account online. You should set up a login using the club's EIN separate from your personal account(s). (This is easy to do.)
Our Investment Club is a Partnership and it does have its own Tax ID, and a separate brokerage account under the Partnership name in Fidelity. All 2020 taxes were reported separately and correctly for both the Partnership and for my personal taxes. The fact that I had to use my SS# to set up a Fidelity Partnership brokerage account does not comingle the accounts for tax purposes.
We have had this setup since January 2020, and it works perfectly, like it should, including the Bivio automatic import of brokerage account transactions.
Our Investment Club has
it's own Tax ID. With your SS, then all the taxable gains would
be be reported to the IRS as your responsibility, paid by you and
not the club. We use Bivio for our accounting program and it does
the taxes for us and provides the K-1 tax form for each person. I
was under the impression that you have to have a separate Tax ID
for a partnership/investment club. Hopefully,
an expert will respond to this.
On 11/16/2021 6:57 PM, Carole Jansen
via bivio.com wrote:
Since my SS# was necessary to open both accounts,
that is not possible. The money is not comingled, and I always
have a lock-down on my personal accounts so no one can make
withdrawals or trades on them except me. Also, the only people
that could access my personal account are the Fidelity people,
and they could do that whether or not the Investment Club
account had the same login. Remember, the only other person
that has access to the Investment Club account does not access
it with my login.
Unless you can convince me otherwise, I don't
think this is a problem.
I don't think it is a good idea to link
your personal account with the club account. I keep mine
completely separate. Login for club account should be one
login only and not the same one used for any other
account. Sounds like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via bivio.com wrote:
Thank you, Carole. That is what we
have done but Bivio has twice been unable to access the
information from Fidelity even though we have never
changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity
brokerage account about a year ago. If I
remember correctly, I gave Bivio my Fidelity
login information, the same as I had done for
our online brokers prior to Fidelity. The
difference this time is that I already had a
personal Fidelity brokerage account, and the
club account now has the same login information
as my personal account, as it shows up on my
main Fidelity account page. Our President also
has access to our Fidelity account, but she has
a different login, so she doesn't see my
personal account.
Our club switched last
year from TDAmeritrade to Fidelity. Twice so
far Bivio has informed us that the user name
and password we established no longer work.
Neither we nor Fidelity made any changes to
the user name or password. Bivio states that
they do not know the reason.
If any club uses Fidelity, can you tell me how
you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
--
Thanks,
Genie
(816) 516-3727
Carole Jansen on
Ira, I appreciate your concern, but I was told I couldn't do that when I opened the account. Since it all works, I am fine with it.
The fact that you had to provide your SSN to open the investment club account is irrelevant to the future access to that account online. You should set up a login using the club's EIN separate from your personal account(s). (This is easy to do.)
Our Investment Club is a Partnership and it does have its own Tax ID, and a separate brokerage account under the Partnership name in Fidelity. All 2020 taxes were reported separately and correctly for both the Partnership and for my personal taxes. The fact that I had to use my SS# to set up a Fidelity Partnership brokerage account does not comingle the accounts for tax purposes.
We have had this setup since January 2020, and it works perfectly, like it should, including the Bivio automatic import of brokerage account transactions.
Our Investment Club has
it's own Tax ID. With your SS, then all the taxable gains would
be be reported to the IRS as your responsibility, paid by you and
not the club. We use Bivio for our accounting program and it does
the taxes for us and provides the K-1 tax form for each person. I
was under the impression that you have to have a separate Tax ID
for a partnership/investment club. Hopefully,
an expert will respond to this.
On 11/16/2021 6:57 PM, Carole Jansen
via bivio.com wrote:
Since my SS# was necessary to open both accounts,
that is not possible. The money is not comingled, and I always
have a lock-down on my personal accounts so no one can make
withdrawals or trades on them except me. Also, the only people
that could access my personal account are the Fidelity people,
and they could do that whether or not the Investment Club
account had the same login. Remember, the only other person
that has access to the Investment Club account does not access
it with my login.
Unless you can convince me otherwise, I don't
think this is a problem.
I don't think it is a good idea to link
your personal account with the club account. I keep mine
completely separate. Login for club account should be one
login only and not the same one used for any other
account. Sounds like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via bivio.com wrote:
Thank you, Carole. That is what we
have done but Bivio has twice been unable to access the
information from Fidelity even though we have never
changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity
brokerage account about a year ago. If I
remember correctly, I gave Bivio my Fidelity
login information, the same as I had done for
our online brokers prior to Fidelity. The
difference this time is that I already had a
personal Fidelity brokerage account, and the
club account now has the same login information
as my personal account, as it shows up on my
main Fidelity account page. Our President also
has access to our Fidelity account, but she has
a different login, so she doesn't see my
personal account.
Our club switched last
year from TDAmeritrade to Fidelity. Twice so
far Bivio has informed us that the user name
and password we established no longer work.
Neither we nor Fidelity made any changes to
the user name or password. Bivio states that
they do not know the reason.
If any club uses Fidelity, can you tell me how
you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
--
Thanks,
Genie
(816) 516-3727
Christiana Venescar on
Chiming here!
I, too, have a fidelity account and it's a single-sign on and I can view my partnership portfolio along with my personal. Tax documents are separate as well. Please note that Fidelity does have guidelines for opening partnership accounts and it is driven by EIN numbers for tax purposes. I like the ease of use and being able to see the details using my login. My personal portfolio is based on my personal credentials and they are separate upon logging into the system.
As far as the dilemma for using Bivio and accountsync, I never had an issue and I've been using Fidelity since we started the investment club 3 years ago. I just followed the steps for setting up accountsync and no issues to date.
The only thing I can think of, is perhaps that Bivio attempted to access the account during maintenance; hence the error messages. If there was truly no change in passwords as I read it, I would ask Fidelity if there were any downtimes and when and coincide those details with Bivio.
Sent from my iPhone
713.409.9867
On Nov 17, 2021, at 12:26 AM, Carole Jansen via bivio.com <user*8441200001@bivio.com> wrote:
Ira, I appreciate your concern, but I was told I couldn't do that when I opened the account. Since it all works, I am fine with it.
The fact that you had to provide your SSN to open the investment club account is irrelevant to the future access to that account online. You should set up a login using the club's EIN separate from your personal account(s). (This is easy to do.)
Our Investment Club is a Partnership and it does have its own Tax ID, and a separate brokerage account under the Partnership name in Fidelity. All 2020 taxes were reported separately and correctly for both the Partnership and for my personal taxes. The fact that I had to use my SS# to set up a Fidelity Partnership brokerage account does not comingle the accounts for tax purposes.
We have had this setup since January 2020, and it works perfectly, like it should, including the Bivio automatic import of brokerage account transactions.
Our Investment Club has
it's own Tax ID. With your SS, then all the taxable gains would
be be reported to the IRS as your responsibility, paid by you and
not the club. We use Bivio for our accounting program and it does
the taxes for us and provides the K-1 tax form for each person. I
was under the impression that you have to have a separate Tax ID
for a partnership/investment club. Hopefully,
an expert will respond to this.
On 11/16/2021 6:57 PM, Carole Jansen
via bivio.com wrote:
Since my SS# was necessary to open both accounts,
that is not possible. The money is not comingled, and I always
have a lock-down on my personal accounts so no one can make
withdrawals or trades on them except me. Also, the only people
that could access my personal account are the Fidelity people,
and they could do that whether or not the Investment Club
account had the same login. Remember, the only other person
that has access to the Investment Club account does not access
it with my login.
Unless you can convince me otherwise, I don't
think this is a problem.
I don't think it is a good idea to link
your personal account with the club account. I keep mine
completely separate. Login for club account should be one
login only and not the same one used for any other
account. Sounds like both logins may need to be changed.
On 11/16/2021 6:04 PM, mary griffin via bivio.com wrote:
Thank you, Carole. That is what we
have done but Bivio has twice been unable to access the
information from Fidelity even though we have never
changed our user name or password.
I am the Treasurer of an
investment club that changed to a Fidelity
brokerage account about a year ago. If I
remember correctly, I gave Bivio my Fidelity
login information, the same as I had done for
our online brokers prior to Fidelity. The
difference this time is that I already had a
personal Fidelity brokerage account, and the
club account now has the same login information
as my personal account, as it shows up on my
main Fidelity account page. Our President also
has access to our Fidelity account, but she has
a different login, so she doesn't see my
personal account.
Our club switched last
year from TDAmeritrade to Fidelity. Twice so
far Bivio has informed us that the user name
and password we established no longer work.
Neither we nor Fidelity made any changes to
the user name or password. Bivio states that
they do not know the reason.
If any club uses Fidelity, can you tell me how
you set up access to Fidelity for Bivio.
Thank you....
MLG
Sent from my iPhone
--
Thanks,
Genie
(816) 516-3727
--
Thanks,
Genie
(816) 516-3727
Justin Wigglesworth on
Still having issues with Bivio updating with Fidelity
ARNOLD WIDMAN on
Same-still have no update in transactions from Fidelity since the 17th.
Sent from my iPad
> On Nov 22, 2021, at 10:11 AM, Justin Wigglesworth via bivio.com <user*38877300001@bivio.com> wrote:
>
> Still having issues with Bivio updating with Fidelity