If your club is using Charles Schwab as your broker,A you will need to make a change in your AccountSync setup in bivio for it to continue to work. Schwab has asked that we switch to accessing your data throughA a service called Yodlee.A That ...
We just received a letter from the IRS with a $2460 penalty for filing late for Tax year 2019. I remember filling in April during the lockdown. And, we were 1 month late. Usually, we have to file by March 15th. I think the penalty ...
Good morning all, In case you were not aware,A you can pull up your club holdings easily from bivio in a Manifest Investing dashboard. All you need to do is click on the "Manifest Investing" button on the Accounting>Investments page and enter your Manifest Investing ...
Hi all, I came across this article and found it made me stop and consider how these things apply to the investments in my club and personal portfolios. You might find it gives you ideas for discussion in your own clubs.A Thought I'd pass it ...
Any suggestions on how to cash out a member with Fidelity? Fidelity gives us different answers every time we call. We have enough cash to pay the member without selling stocks. MiEsha Buckner Philly Mint Stock Club
Last week Merck spun off OGN. I see the shares in our brokerage account but bivio does not show it. So what are the steps I need to do manually to get the brokerage and bivio to match. Thanks Kevin Gillogly
Hi All, I thought I'd start giving you a heads up on reorganizations which affect cost basis.A If your club owned the stock affected,A you'll want to check the cost basis of your new shares against what your broker shows to make sure you don't ...
At a recent club meeting, the topic of what to do with uninvested cash came up. In particular, members were concerned that our uninvested cash was not earning anything giving the current low interest rates. Most of club's assets are indeed invested in stocks but ...
Our club has been having our meetings through ZOOM since November and one of the members have been the one to subscribe to ZOOM and has been paying for it. We are now going back to live meetings and need to know if the club ...
We sold all our lots of GW Pharmaceuticals. When I placed the transaction I didn't realize they were being acquired by Jazz. (not sure if that plays in this or not) Our total Capital Gains/Loss do not match with Bivio & TD Ameritrade. I don't ...
Dear fellow investors, We are new to Bivio. How do we set Bivio to synch up with the Tax Lot selection made from TDAmeritrade. To avoid the wash sale rule or to reduce our tax consequences, we do pick specific lot we prefer. Bivio doesn't ...
Our club purchased ADP on 3/5/2021 and received a qualified dividend on 4/1/21. This doesn't meet the holding period for a dividend to be classified as qualified. Can someone enlighten me on why this might be right or wrong? Thanks - scott
We have moved from Folio to Fidelity. One of our members is having trouble setting up payments to our club account. She can't use Bill Pay from her credit union because they charge unless the member uses it 3 times a month. Anyone else have ...