site
HelpRegister
Recent Bulletins
Recent Bulletins
Webinar Feb. 7 - How To Prepare Your Investment Club Taxes
It's almost time to prepare your investment club taxes. Join us for a webinar on Tuesday, Feb. 7, 2017 at 8:30PM Eastern Time and we'll show you how. We'll go through all the steps you should follow to use the bivio tax program. You'll see ...
1 message
How Do You Do An Audit?
Whoooo is ready to prepare their investment club taxes? The bulk of the work that needs to be done to prepare them correctly is to make sure your records in bivio are correct. You don't have to wait to do this. Take time now to ...
1 message
Just a Reminder. Tax Webinar Tomorrow!
Preparing for Investment Club Tax Season What you need to do now to get ready Your 2016 investment club tax forms will need to be filed by March 15, 2017. This is a month earlier than you've had to get them filed in the past. ...
1 message
Get Ready Now to Meet The New Investment Club Tax Filing Deadline
Preparing for Investment Club Tax Season What you need to do now to get ready Your 2016 investment club tax forms will need to be filed by March 15, 2017. This is a month earlier than you've had to get them filed in the past. ...
1 message
Attention bivio Clubs Using Folio Investing
Changes Are Needed for Your AccountSync to Continue Working This is to inform you that Folio Investing has implemented second-factor authentication to strengthen account security. Because this feature is designed to reduce the risk of unauthorized access to your account, it also prevents automated data ...
1 message
New for Your Club From bivio
Need Educational Topics for Your Club Meetings? It's September, A a time when many of us regroup and refocus on expanding our horizons by learning something new. We're pleased to announce that over the summer, we've been busy working with our friends at Stock Rover ...
1 message
Got Questions?
Non Monthly Treasurer Tasks Do you have questions about expense entries, advanced payment entries, withdrawal entries, how to reimburse a member with units and other non-routine tasks? These entries bring us the most questions from club treasurers. You don't do them often, and they are ...
1 message
Treasurer Training Part 2, this Sunday!
Monthly Treasurer Tasks Don't forget. The second in our three part treasurer training series will be given live online this Sunday. If you're a club treasurer, this presentation covers the basic tasks you'll need to do each month to keep you club accounting correctly. None ...
1 message
Treasurer Training Starts Sunday!
An Orientation To Investment Club Record Keeping Don't forget. The first in our three part treasurer training series starts on Sunday. The first section includes basic information you'll all want to understand whether or not you are the treasurer of your investment club.A Everyone in ...
1 message
Join Us Live For Treasurer Training!
An Orientation To Investment Club Record Keeping Your investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation. If everyone in your club has a ...
1 message