Our Audit form has been updated to use for doing your 2018 tax year investment club audit. You can find a link to it on our help page.A It is available in both PDF and Word formats. Help Page January 12 and 13 is audit ...
The tax season webinar recordings are excellent Laurie. Thanks so much for all your help. Vic Scango (Comet Club) vics@mchsi.com From: Laurie Frederiksen Sent: Thursday, December 13, 2018 11:08 AM To: The Club Cafe Subject: [club_cafe] Webinar Recording Now Available The presentation and recording for ...
The presentation and recording for Tuesday nights webinar on getting ready for tax season are now available here: Getting Ready for 2018 Tax Season The recording is posted in a series of different parts so you have the ability to listen to just one part ...
Tax season webinars are on the calendar! Find out more about them and other tax season information here: Club Cafe Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A A www.twitter.com/bivio Follow Us on Google+ Click here ...
We have recently switched to use the transaction date as the valuation date for member contributions as Bivio recommends. Is there a setting that instructs Bivio to automatically use this the transaction date rather than manually changing each time? Thx, Mike Grove, Azure Investment Club
I would like to have all my club members receive the bivio emails I get as the administrator, such as new deposits, account transactions, etc. I want them to stay informed on account activity. How do I set that up?
There are hundreds of market perspectives and commentary available for FREE and many from big names.A One of my favorites is from JP Morgan.A They have a weekly and quarterly economic outlook and, my personal favorite, the quarterly a€œ Guide to the Markets a€ÂA and ...
To clarify, yes, we had an advisory relationship with a Merrill Lynch team. They came to our monthly meetings and gave us broad market perspectives but did not have any discretion over our account. We paid them a fixed fee of $300 annually plus commissions ...
Our club was informed in early October by our advisors at Merrill Lynch that they can no longer hold our account and that we need to find a new custodian by the end of the year. The reason given was risk management - because we ...
Club hasn't any realized capital gains this year other than dividends, but wants to sell a couple of losing stocks. Can we carry over to next year any unused losses to pit against potential realized gains next year? Thanks for help in this. Jo
We have our trading account at Fidelity and they have been work friendly. Have not heard they would like us to leave. Their link to Bivio functions well Sent from XFINITY Connect Mobile App Original Message From: Realto Nosky via bivio.com To: club_cafe@bivio.com Sent: November ...
Note: Why not disperse to members NAME or members NAME: Estate of Deceased, Let the Trustee Channel to the proper ACCOUNT. PLEASE REPLY DON Don or Carolyn Original Message From: "Scott Freeman via bivio.com" [user*1595500001@bivio.com] Date: 10/31/2018 03:33 PM To: club_cafe@bivio.com Subject: [club_cafe] Re: forcing ...
Our Investment Club allows transfers to a trust. We have two members who want to transfer. However, we are unsure what the actual document they give to our secretary must say. Do we also need for them to complete a W-9 for the trust?
If contacting other family doesn't get you what you want, contact your broker. You should already have the necessary information to open an account in her name and transfer the stocks and required cash to it. Send her a letter informing her that unless the ...