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AccountSync Schwab setup

If your club uses Schwab as your broker, these are the steps you need to take to get AccountSync set up.

1. Schwab Website

  1. Grant Secure Limited Access to bivio from within your Schwab Account

    Log into the Schwab website and find the "Service" tab up top. Then click on the "Security Center" link and scroll down to "Third Party Access...". Click on the Enable button and Save.

  2. Schwab 2 Factor Authentication

    If you are using 2 factor authentication for your Schwab account, you will have a page where you specify when to ask for authentication. Your choices will be:

    • Only on Untrusted Devices
    • Always at Login

    Make sure to select "Only on Untrusted Devices". Yodlee is considered a trusted device by Schwab.


    Schwab_2_Factor_Choices.png

2. bivio Setup

After you adjust the settings on the Schwab website, set up AccountSync in bivio

  1. Enter your brokerage login information by selecting the "Info" link next to your brokerage account on the Accounting>Accounts page:


    AccountSync_Info_Link.png
  2. That will open a page that looks like this. In the bottom section select "Charles Schwab via Yodlee" from the menu.


    Yodlee_Selection.png

  3. Select the "Link Account" button.


    Link_Account_Button.png

  4. This page will open. Enter your brokerage login UserID and password and click Submit.


    Yodlee_Information.png

  5. If all is well, you will be taken back to the Info page where you will see the button now says Unlink Account. The only other thing you need to do is to add in your Schwab Account number and elect OK to confirm. If your information is correct, you will get a confirmation message and AccountSync will work to bring in transactions the next day.


    Schwab_Add_Account_AccountSync.png

Note: If you are just starting with bivio, you will also need to have opening balance information or your first member payment entry made in the account you are linking or AccountSync will not work.

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