Move to Fidelity from Schwab

Mary Fran Novak on

My club just moved to Fidelity, Bivio is syncing , tho we
have a couple things to sort out. However, We had some cash
moved ( I think sale of fx shares, haven't tracked it down
yet) but not listed individually, just moved as cash.
Fidelity doesn't list the cash dividends individually as
Schwab did, or am I just not looking in the right place. I
want to start out listing things correctly, to stay out of
future trouble..Thanks for any help

ira smilovitz on

If they were sales of fractional shares (very likely), the sale would be in the Schwab account followed by a cash transfer to Fidelity.

Ira Smilovitz

On Fri, Nov 6, 2026 at 3:43 PM Mary Fran Novak via bivio.com <user*7094300001@bivio.com> wrote:

My club just moved to Fidelity, Bivio is syncing , tho we
have a couple things to sort out. However, We had some cash
moved ( I think sale of fx shares, haven't tracked it down
yet) but not listed individually, just moved as cash.
Fidelity doesn't list the cash dividends individually as
Schwab did, or am I just not looking in the right place. I
want to start out listing things correctly, to stay out of
future trouble..Thanks for any help

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