brokers

Bernard Worst on

With the dissatisfaction with several Investment firms,
specifically with the distribution of assets to withdrawing
club members, is there a list of brokerages that are
compatible and integrate with Bivio and are user friendly to
partnership accounts?

David Karbulka on

Fidelity has been amazing for us. Accountsync with Bivio.

On Fri, Oct 17, 2025 at 12:12 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:

With the dissatisfaction with several Investment firms,
specifically with the distribution of assets to withdrawing
club members, is there a list of brokerages that are
compatible and integrate with Bivio and are user friendly to
partnership accounts?

Tracy, Molly M on

Ditto! Fidelity is fantastic!

Sent from my iPhone

On Oct 17, 2025, at 1:21 PM, David Karbulka via bivio.com <user*26468500001@bivio.com> wrote:

Fidelity has been amazing for us. Accountsync with Bivio.

On Fri, Oct 17, 2025 at 12:12 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:

With the dissatisfaction with several Investment firms,
specifically with the distribution of assets to withdrawing
club members, is there a list of brokerages that are
compatible and integrate with Bivio and are user friendly to
partnership accounts?

Marjean Daniels on

I agree with David. We just finished moving our account over from Schwab. Once we completed the paperwork and got all the wet signatures to set up the account, Fidelity has been very responsive. It is a little more complicated to set up a new account at Fidelity because investment clubs are considered to be a business but the sync with Bivio was really easy. If you have any issues with the sync, just email support at Bivio. They will walk members thru any glitches and clarify anything that might be unclear or confusing.

Marjean

Sent from the all new AOL app for iOS

On Friday, October 17, 2025, 11:21 AM, David Karbulka via bivio.com <user*26468500001@bivio.com> wrote:

Fidelity has been amazing for us. Accountsync with Bivio.

On Fri, Oct 17, 2025 at 12:12 PM Bernard Worst via bivio.com <user*16855300001@bivio.com> wrote:
With the dissatisfaction with several Investment firms,
specifically with the distribution of assets to withdrawing
club members, is there a list of brokerages that are
compatible and integrate with Bivio and are user friendly to
partnership accounts?

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