Fidelity AccountSync Status
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Thank you for this update Justin! Lynda Feit Sent from my iPhone > On Jan 9, 2026, at 7:11â¯PM, Justin Schell <jschell@bivio.biz> wrote: > > Hi all, > > Good news, we are now set up with access to Fidelity data via the provider SnapTrade. Additionally, we are waiting for access to be authorized via another provider -- Quiltt. > > Since we have access via SnapTrade now, we have started the process of completing the necessary work to support AccountSync with them. This means that we'll be assessing the data we're getting, making updates to the bivio software, and doing internal testing. We're hopeful that SnapTrade will prove to be a suitable data provider for our and your needs. > > Some time will be required to complete this work, but we will do so as quickly as possible. Again, we thank you for your patience. > > Justin > bivio, Inc. Great news, and thanks Justin and team for being diligent on the issue. Just curious if Schwab had no issues with account sync using existing process? Would any changes to Fidelityâs be applicable to other brokerages as well? > On Jan 9, 2026, at 10:11â¯PM, Justin Schell <jschell@bivio.biz> wrote: > > Hi all, > > Good news, we are now set up with access to Fidelity data via the provider SnapTrade. Additionally, we are waiting for access to be authorized via another provider -- Quiltt. > > Since we have access via SnapTrade now, we have started the process of completing the necessary work to support AccountSync with them. This means that we'll be assessing the data we're getting, making updates to the bivio software, and doing internal testing. We're hopeful that SnapTrade will prove to be a suitable data provider for our and your needs. > > Some time will be required to complete this work, but we will do so as quickly as possible. Again, we thank you for your patience. > > Justin > bivio, Inc.
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From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Raj araga via bivio.com <user*42044800001@bivio.com>
Sent: Saturday, January 10, 2026 9:24:46 AM To: club_cafe@bivio.com <club_cafe@bivio.com> Subject: Re: [club_cafe] Fidelity AccountSync Status Great news, and thanks Justin and team for being diligent on the issue.
Just curious if Schwab had no issues with account sync using existing process? Would any changes to Fidelity's be applicable to other brokerages as well? > On Jan 9, 2026, at 10:11â¯PM, Justin Schell <jschell@bivio.biz> wrote: > > Hi all, > > Good news, we are now set up with access to Fidelity data via the provider SnapTrade. Additionally, we are waiting for access to be authorized via another provider -- Quiltt. > > Since we have access via SnapTrade now, we have started the process of completing the necessary work to support AccountSync with them. This means that we'll be assessing the data we're getting, making updates to the bivio software, and doing internal testing. We're hopeful that SnapTrade will prove to be a suitable data provider for our and your needs. > > Some time will be required to complete this work, but we will do so as quickly as possible. Again, we thank you for your patience. > > Justin > bivio, Inc. Justin Will you send an update when the Fidelity work is complete?
Hi Sarah, Yes, we will let certainly send an update here and to affect clubs directly when the work for Fidelity is complete and we're ready for clubs to link their accounts. Raj, regarding your questions from last week -- we have a direct connection to Schwab's API, which is separate from how we were getting data from Fidelity. Assuming we are happy with using SnapTrade for Fidelity data, we may decide to add support for other brokers that they support in the future if there is demand from clubs. You can see their current broker list here: https://snaptrade.notion.site/brokerages Justin bivio, Inc. |
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