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Does more than one account at Schwab interfere with Bivio sync?
Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.
You tell Bivio only to use the club account.
Many people have personal accounts and still use Bivio.


On Thu, May 18, 2023 at 10:32 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:
Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.


--
Donna O'Connell
Correct. I have two personal accounts with TDA and am Treasurer for 2 clubs with accounts at TDA.
They are separate and distinct accounts and Bivio has no confusion at all.

Linda





On Thu, May 18, 2023 at 10:32 AM Daniel Lapp via bivio.com <user*15604200001@bivio.com> wrote:
Our club will be migrating from TDA to Schwab in the coming
weeks, and we are wondering if having a Personal Account
with Schwab will intefere with our club's Bivio sync? When
transitioning to a Schwab Account, I was asked to supply
personal info, and I assume that after logging into Schwab,
both my personal and club account will be accessible. How
will Bivio determine which account to sync with? Each
account has a separate EIN Number.