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Schwab approved, testing begins
Thanks Rob! We'll keep an eye out for the migration to the new system.
Nancy



Sent from my Verizon, Samsung Galaxy smartphone


-------- Original message --------
From: Robert Nagler <nagler@bivio.biz>
Date: 10/20/22 10:39 AM (GMT-06:00)
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Schwab approved, testing begins

Hi Nancy, Penny, and Schwab-Yodlee users:

> I have the same question. We use Yodlee and have no problems syncing with Schwab.

For the time being, you will continue to use Yodlee. Once all the non-working Schwab customers have been migrated, we will migrate the Schwab-Yodlee customers. We'll give you warning when this happens, but it will happen probably by late November.

Cheers,
Rob