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Member Withdrawal
Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
2 messages
Annual rate of return
Does bivio show the annual rate of return for each stock? I know it shows the annualized rate , but I believe they are different.
7 messages
Can I file without all members SSN/Addresses?
I'm missing a couple of members' information. Can I put in dummy information so that I can file and then correct them next week?
4 messages
How to I add a transation?
I have a stock that gave a dividend in 10/23. It is not listed in bivio's dividends but is in my 1099 Div. I see how I can add a transaction for a listed dividend stock but I don't see any way of adding a ...
4 messages
Reactivating a former member
We have a former club member who previously cash out and now several years later wants to rejoin. I do not see how to reactivate the member. Has anyone had this happen and how do we do this on Bivio.
8 messages
Question for Clubs that use Fidelity
I have appreciated all the input re: changing our brokerage acct from Schwab to Fidelity. Several Clubs recommended I call Fidelity and ask them to open a case # so that I could talk to a Fidelity person who is in the 'back office' who ...
19 messages
Any one else have this Schwab Brokerage problem with Novo-Nordisk stock & dividend reinvestment?
I've owned Novo-Nordisk stock (an ADR) for 9 years (TD Ameritrade, then Schwab Brokerage) & have the dividends reinvested 2X a year (April & Aug) (Received the Aug'23 reinvestment dividend AFTER Schwab took over.). I just bought my g-kids shares & noticed that my Dividend ...
2 messages
e-services
I suspect you're looking in the wrong place. It's actually hidden in a poorly chosen location. From the IRS homepage, click "Sign in to your account". Then choose the link to "New to business tax account? Get started". Ira Smilovitz On Sat, Mar 9, 2024 ...
1 message
STG issues with Bivio and TDA and LTG
Bivio did not pick up a purchase of of 1 share of AL on 10/06/2023 @ $33.9419 price We sold all of AL on 12/04/2023 Bivio shows we sold 194.156 shares of AL on 12/04/2023 TDA shows on 12/4/2023 sales of 195 shares of AL ...
15 messages
Remove from email list
Will you please remove my email JSpecht17@yahoo.com from the Club Cafe email list. Thanks Sent from Yahoo Mail for iPhone
2 messages
Gatekeeping Stocks
Hello, On another subject, besides taxes, I have a question about how Clubs decide to hold/sell/buy more of a holding. Our club assigns a "Gatekeeper" or a member who watches the stock for 12 months. Per our current by-laws, the Gatekeeper is the only member ...
7 messages
Remove from email
Could you please remove my email, linda.courtney57@yahoo.com from the club cafe distribution list. Thank you, Linda Courtney
1 message
Short term gain not reported
Bivio didn't pick up a STG of $16.97 reported from our broker of a sale of UFP we made in December. I don't know how to add this to Bivio so it balances out. TIA, Steve
1 message
Taxes
Hello A silly question...we are a fairly new club and I'd like to know where would it indicate if we owed taxes? We only buy stocks.
9 messages
cost basis for prior year sales don't agree between Schwab and Bivio
I'm a new Club treasurer. Previous Treasurer withdrew. When doing audit found Schwab cost basis doesn't agree with Bivio for several holdings due to the lot cost basis used by Schwab was not FIFO. Schwab was set to Tax Optimizer, not FIFO. Have changed Schwab ...
2 messages