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Fidelity AccountSync Status
Hi all,

Without warning, Fidelity has shut off access to their OFX server, which we use for AccountSync. As such, we are unable to automatically import data for Fidelity accounts at this time.

We are working on the next steps required to regain access to club Fidelity data.

This is a high priority issue, but it will take time to resolve. We appreciate your patience and understand the inconvenience this will cause for clubs using Fidelity.

Until our access is restored, clubs can keep their accounting up to date by manually entering brokerage transactions using the yellow buttons on the Accounting > Investments, Accounting > Members and Accounting > Accounts pages.

As always, if you have questions or concerns, feel free to email support@bivio.com.

Justin Schell
bivio, Inc.