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Visa
In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy

Dear Lucy,

First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.

If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits. You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.

If you still have a problem, send your question to support@bivio.com and we can help you look into the issue further.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
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On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy

Hi Laurie,
 
Bivio shows the correct number in the 4 for 1 split ratio. I will forward my question to bivio support.
 
Thanks for your response.
 
Lucy
 
Sent: Wednesday, July 29, 2015 9:25 PM
Subject: Re: [club_cafe] Visa
 

Dear Lucy,

First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.  

If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits.  You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.

If you still have a problem,  send your question to support@bivio.com and we can help you look into the issue further.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

 
 
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015  Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy
 

For you and any others interested in learning about split entries:

Don't forget that when you have a split you may be eligible to receive fractional shares. This depends on the split ratio and the number of shares you owned prior to the split.

Normally, you don't actually receive them. You receive "cash in lieu" of them. They are actually sold and the cash in lieu is the proceeds of the sale.

The cash in lieu can be entered on the split entry form directly or it can be entered as a sale of the fractional shares you received on the date you receive the cash in lieu.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Wed, Jul 29, 2015 at 10:00 PM, Lucy Baldi <lucy@baldi.us> wrote:
Hi Laurie,
Bivio shows the correct number in the 4 for 1 split ratio. I will forward my question to bivio support.
Thanks for your response.
Lucy
Sent: Wednesday, July 29, 2015 9:25 PM
Subject: Re: [club_cafe] Visa

Dear Lucy,

First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.

If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits. You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.

If you still have a problem, send your question to support@bivio.com and we can help you look into the issue further.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy

Hi Laurie,
 
I am still unable to change the quantity amount on our Visa stock. I check the split information and it was correct when the entry was made. 
This month in TD the quantity shows 144.318, my report in Bivo is 144.267.
 
What can I do to fix it.
 
Thanks,
 
Lucy
 
Sent: Wednesday, July 29, 2015 9:25 PM
Subject: Re: [club_cafe] Visa
 

Dear Lucy,

First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.  

If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits.  You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.

If you still have a problem,  send your question to support@bivio.com and we can help you look into the issue further.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend!  www.facebook.com/bivio
Follow us on twitter!  www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list.  Click here to  Unsubscribe

 
 
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015  Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy
 

Hi Lucy,

Please send questions like this to support@bivio.com and we'll help you look into it.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe



On Tue, Aug 25, 2015 at 10:15 PM, Lucy Baldi <lucy@baldi.us> wrote:
Hi Laurie,
I am still unable to change the quantity amount on our Visa stock. I check the split information and it was correct when the entry was made.
This month in TD the quantity shows 144.318, my report in Bivo is 144.267.
What can I do to fix it.
Thanks,
Lucy
Sent: Wednesday, July 29, 2015 9:25 PM
Subject: Re: [club_cafe] Visa

Dear Lucy,

First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.

If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits. You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.

If you still have a problem, send your question to support@bivio.com and we can help you look into the issue further.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.

Lucy