Communications
club_cafe
HelpRegister
Bivio Support
Bivio Support does not answer my request for help in getting
sync via yodlee with Schwab. Is it not working?
Frank, I do not know

Sent from my iPad

> On May 23, 2022, at 9:07 AM, Frank E. Wohletz TTEE of Frank E. Wohletz Trust via bivio.com <user*24347200001@bivio.com> wrote:
>
> Bivio Support does not answer my request for help in getting
> sync via yodlee with Schwab. Is it not working?
>
Check your spam or junk folder. That’s that’s where I found their reply to me on the same issue. Still trying to resolve it as bivio is having technical issues with loading AccountSync for Schwab.

Steve Foster
Circle of Friends

Sent from my iPhone

> On May 23, 2022, at 8:47 AM, Wilfried via bivio.com <user*24715100001@bivio.com> wrote:
>
> Frank, I do not know
>
> Sent from my iPad
>
>> On May 23, 2022, at 9:07 AM, Frank E. Wohletz TTEE of Frank E. Wohletz Trust via bivio.com <user*24347200001@bivio.com> wrote:
>>
>> Bivio Support does not answer my request for help in getting
>> sync via yodlee with Schwab. Is it not working?
>>
>
>
You need to more specific about the timing of your problem.

our Schwab account last autosync on 16 May 2022. Did your
issue start more recently than that date?

There was a problem earlier (in April), which was fixed when
bivio issued the instructions found in the attachment I have
made to this message.

If your issue pre-dates 16 May, I suggest you try the
instructions in the attachment. If post 16 May, you could
still try them, but it may be a separate issue.

Keep trying support@bivio.com, they will answer.

Jack
Jack:  Thanks for your reply.  Our last sync was April 30.  I had
previously unlinked and relinked Bivio with Schwab & it worked until
April 30.  Joanne then in response to my email sent me the same
instructions you attached which seemed to assume I had not done the
original fix.  When I click on Info next to the Schwab account in Bivio,
it will not let me do anything further including not let me into the
instructions you attached which are the same as what Joanne send me from
Bivio.  I advised Joanne of the failure  of her instructions to work or
sync and she does not answer after 3 of my replies.

Frank

On 5/23/2022 11:12 AM, John W Ranby Trustee PGM Cariboo Trust via
bivio.com wrote:
> You need to more specific about the timing of your problem.
>
> our Schwab account last autosync on 16 May 2022. Did your
> issue start more recently than that date?
>
> There was a problem earlier (in April), which was fixed when
> bivio issued the instructions found in the attachment I have
> made to this message.
>
> If your issue pre-dates 16 May, I suggest you try the
> instructions in the attachment. If post 16 May, you could
> still try them, but it may be a separate issue.
>
> Keep trying support@bivio.com, they will answer.
>
> Jack

--
This email has been checked for viruses by Avast antivirus software.
https://www.avast.com/antivirus
Our last autosync was April 8th.  I didn't notice this was happening until last week. 

The ball is in bivio's court trying to resolve their technical issue with our account.

Steve Foster
Circle of Friends

On Monday, May 23, 2022, 09:12:43 AM PDT, John W Ranby Trustee PGM Cariboo Trust via bivio.com <user*15792700001@bivio.com> wrote:


You need to more specific about the timing of your problem.

our Schwab account last autosync on 16 May 2022. Did your
issue start more recently than that date?

There was a problem earlier (in April), which was fixed when
bivio issued the instructions found in the attachment I have
made to this message.

If your issue pre-dates 16 May, I suggest you try the
instructions in the attachment. If post 16 May, you could
still try them, but it may be a separate issue.

Keep trying support@bivio.com, they will answer.

Jack