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AccountSync Schwab
We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself. 

Penny Foy 

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:


Hi Jim,
Wished it worked, just tried it again. Got this error message on  Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks
Dan

 width=Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:
Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab.  We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee.  No problems since.  Except for the
foreign tax withholding on Canadian Pacific dividends.  I've
had to do those manually.

Jim


--
Dan Cohn
404 862 5640
Chiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since.

On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user*35905200001@bivio.com> wrote:
We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:


Hi Jim,
Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks
Dan

width=Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:
Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim


--
Dan Cohn
404 862 5640
don't get it! Have tried at least a dozen times to auto synch with Schwab with no luck! We are at $310,000 maybe Schwab thinks we are too small.

 width=Virus-free.www.avg.com

On Mon, Aug 15, 2022 at 7:41 PM Kim Berry via bivio.com <user*36387200001@bivio.com> wrote:
Chiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since.

On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user*35905200001@bivio.com> wrote:
We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:


Hi Jim,
Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks
Dan

width=Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:
Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim


--
Dan Cohn
404 862 5640


--
Dan Cohn
404 862 5640
Our club is in the same position as Kim Berry's. We are now synced with Schwab after a lapse. Our club is small--under $100,000.
Charlotte

On Mon, Aug 15, 2022 at 4:41 PM Kim Berry via bivio.com <user*36387200001@bivio.com> wrote:
Chiming in with the others - although we lost our connection earlier this year we refreshed using the instructions provided by Bivio and have been auto syncing with Schwab ever since.

On Sun, Aug 14, 2022 at 4:29 PM Penny Foy via bivio.com <user*35905200001@bivio.com> wrote:
We are a bigger investment club but I - re-synced and it worked - BUT I had to do it twice. And you have to do the change on the Schwab site and in Bivio. I did it several months ago and haven't had an issue except for foreign taxes - you have to take care of those yourself.

Penny Foy

Sent from my iPhone Penny Foy319-432-1998

On Aug 14, 2022, at 2:31 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:


Hi Jim,
Wished it worked, just tried it again. Got this error message on Bivio The AccountSync Schwab direct connection is in the testing stage. We are working with Schwab as quickly as possible to get it ready. We appreciate your patience and understanding.

I saw that Schwab might be "purging" small investment clubs. We are finally back above the $300,000 balance; has anyone with a much larger balance having this problem?

thanks
Dan

width=Virus-free.www.avg.com

On Sat, Aug 13, 2022 at 11:04 PM James Selkirk via bivio.com <user*26168700001@bivio.com> wrote:
Not sure if the issue is resolved for all, but we also had
an issue early this year syncing with Schwab. We followed
the instructions on the help page,
https://www.bivio.com/site-help/bp/AccountSync_Schwab_setup_Help

We disconnected the sync and re-established the sync for
Schwab via yodlee. No problems since. Except for the
foreign tax withholding on Canadian Pacific dividends. I've
had to do those manually.

Jim


--
Dan Cohn
404 862 5640
Rob,

Why are some clubs able to synch and some can NOT!

 width=Virus-free.www.avg.com

On Wed, Jun 29, 2022 at 6:59 PM Robert Nagler <nagler@bivio.biz> wrote:
We are working with Schwab right now. It's in their hands right now to get into production. We are in regular contact to remind them that you all are waiting.

I apologize that I don't have more concrete information.

Thanks,
Rob



--
Dan Cohn
404 862 5640
Hi Dan,

> Why are some clubs able to synch and some can NOT!

It depends on when people tried to login. Yodlee was able to login for a while. Once logged in, it stays logged in. Logins no longer work via Yodlee.

Hopefully, Schwab will approve us soon.

Cheers,
Rob

Hi Rob,
It has been over 2 months since that email; any chance of getting anywhere with Schwab!
Don't mind if your rates go up; but not having any use for it for the last 5 months I would have a problem paying the old/present rate!

On Wed, Jun 29, 2022 at 6:59 PM Robert Nagler <nagler@bivio.biz> wrote:
We are working with Schwab right now. It's in their hands right now to get into production. We are in regular contact to remind them that you all are waiting.

I apologize that I don't have more concrete information.

Thanks,
Rob



--
Dan Cohn
404 862 5640
Hi Dan,

Here's the response from Schwab today:

> I escalated the delay internally and am meeting the corporate vendor mgmt. team tomorrow morning to understand what needs to be done to get back on track.

We have had many other messages like this over the last few months. I have no idea what's going on and no deadline or even a list of steps from Schwab.

We do our best, but this is far out of our control.


Thanks for being a loyal customer.

Cheers,
Rob

Hi Rob
Do you know how many clubs this effects!   Spoke with a Schwab support person who says it's a third party change that is the problem.  

Sent from my iPhone

On Aug 23, 2022, at 10:42 PM, Robert Nagler <nagler@bivio.biz> wrote:


Hi Dan,

Here's the response from Schwab today: 

> I escalated the delay internally and am meeting the corporate vendor mgmt. team tomorrow morning to understand what needs to be done to get back on track.

We have had many other messages like this over the last few months. I have no idea what's going on and no deadline or even a list of steps from Schwab.

We do our best, but this is far out of our control.


Thanks for being a loyal customer.

Cheers,
Rob

Is the Schwab issue going to effect us when Ts changes over to Schwab?

Colleen Goings
Wow investment club

On Wed, Aug 24, 2022 at 1:59 PM Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:
Hi Rob
Do you know how many clubs this effects! Spoke with a Schwab support person who says it's a third party change that is the problem.

Sent from my iPhone

On Aug 23, 2022, at 10:42 PM, Robert Nagler <nagler@bivio.biz> wrote:


Hi Dan,

Here's the response from Schwab today:

> I escalated the delay internally and am meeting the corporate vendor mgmt. team tomorrow morning to understand what needs to be done to get back on track.

We have had many other messages like this over the last few months. I have no idea what's going on and no deadline or even a list of steps from Schwab.

We do our best, but this is far out of our control.


Thanks for being a loyal customer.

Cheers,
Rob

Please update on when we can expect to have Accountsync working again with Charles Schwab. our last update on account was in April, there have been 100's of transactions since. Will We need to enter those manually ???
THANK YOU
Thought I was getting somewhere with Schwab but finally got “we are working on it” again. Question is if we changed to another broker will they be able to include the past transactions from Schwab that Bivio has not had access to since April.

Sent from my iPhone

> On Sep 17, 2022, at 2:54 PM, King C Mui via bivio.com <user*4434400001@bivio.com> wrote:
>
> Please update on when we can expect to have Accountsync working again with Charles Schwab. our last update on account was in April, there have been 100's of transactions since. Will We need to enter those manually ???
> THANK YOU
Is it possible for Bivio to accept a .CSV file to transactions? Would it be possible?
Many brokers can generate a CSV file on the website.
That would also open up more brokers to be compatible with Bivio, even if they can't sync automatically.

Best,
Dave Nathanson
Hawaiian Shirt Society


> On Sep 17, 2022, at 2:03 PM, Dan Cohn via bivio.com <user*32501700001@bivio.com> wrote:
>
> Thought I was getting somewhere with Schwab but finally got “we are working on it” again. Question is if we changed to another broker will they be able to include the past transactions from Schwab that Bivio has not had access to since April.
>
> Sent from my iPhone
>
>> On Sep 17, 2022, at 2:54 PM, King C Mui via bivio.com <user*4434400001@bivio.com> wrote:
>>
>> Please update on when we can expect to have Accountsync working again with Charles Schwab. our last update on account was in April, there have been 100's of transactions since. Will We need to enter those manually ???
>> THANK YOU
>