General

Janet Simberlund on

Thank you!!!

Jan Simberlund

321-501-9895

Date: Sun, 31 May 2015 18:48:54 -0400
From: user*17642900001@bivio.com
Subject: Re: [club_cafe] General
To: club_cafe@bivio.com

Hi Jan,

I am the Treasurer of two clubs and both use Folio Investing. If you have four or more members who are BI members all of you trades are FREE. They do what they call window trades at 11 AM and 2 PM each day. Our members use bill pay through their bank or credit union so the money is there before the meeting. All trades and statements are online. It is linked with bivio which sweeps our account each evening so my job is very easy. All club members have access to the account but only Administrators can generate transaction. They have free check writing so all our funds are in one place. The only fees we have ever paid is when a Partner withdraws and we decide to give them stock rather than cash. It is $25 for the first company and $5 for each additional company. Our Bylaws say that the withdrawing partner covers this cost. We have been very satisfied with customer service as well. I would give them a 5 star rating!

Ye ole bud,....Larry
Larry Reno

-----Original Message-----
From: Janet M Simberlund <janetsimby@hotmail.com>
To: club_cafe <club_cafe@bivio.com>
Sent: Sun, May 31, 2015 9:34 am
Subject: [club_cafe] General

Hi, I am Jan Simberlund from the Rich Chix LLC in Indian Harbour Beach, Fl.
First, what kind of account do you trade from?  Etrade?  or Scot trade?  Also,
what type of bank account do you have to trade from??  I am asking because we
currently have an LLC account set up with LPL financial-- and the trading is
done by their financial advisor which can be more costly than other vehicle
companies for buying and selling.  Thank you for your input.

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