switched to fidelity. how do I add new autosync?

Jim Welti on

We moved to Fidelity recently from Schwab. The transfer
between the brokerages went well. Now I need to update
Bivio. I see where we can change the accounts, but i don't
want to lose the Schwab transactions. How do I add Fidelity
account to autosync?
(I honestly looked through Bivio help before posting.
😊 )

Marjean Daniels on

If you email bivio support, they will take you through the process step by step. We transferred from Fidelity and they walked us through the sync and it was easy peasy! By the way, Fidelity has been great. We are so happy that we moved over from Schwab!

We moved to Fidelity recently from Schwab. The transfer
between the brokerages went well. Now I need to update
Bivio. I see where we can change the accounts, but i don't
want to lose the Schwab transactions. How do I add Fidelity
account to autosync?
(I honestly looked through Bivio help before posting.
😊 )

Jim Welti on

Thank you!