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It's the Season to Get Ready for What is Coming
Fall tree

As nature prepares to close her books for the season, it's a good time for you to work on getting a head start on your investment club taxes. While you're watching that Saturday afternoon football game or baseball playoff on TV, spend a little time making sure all your capital gains and losses calculated by bivio agree with those calculated by your broker. It's easy to do by following these simple instructions:

Checking Cost Basis On Sales

If you find any issues, you'll have lots of time to get some help from us in support to get them fixed.



Laurie Frederiksen
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