Hi everyone! Register now and join us for the bivio How To Prepare Your Investment Club Taxes webinar on Tuesday, Feb. 13, 2024 at 8:00 PM Eastern Time. Here's the link: https://www.bivio.com/club_cafe You'll see how easy it is to use bivio to e-file your club's ...
May I suggest you set some members as authorized to view only? This way, their name is on the list but they can only view, not trade, not transfer money. Let us know if this works. Our club is scheduled to migrate to Schwab in ...
Many of you are aware that we've held a stock selection content, our Groundhog Challenge, for the last seventeen years.A Entries are welcomed from individuals and groups (clubs). Congratulations to this year's group winner, Orange County Model Club (California) who are champions for the second ...
Hello, We transitioned to Schwab from TDA in September and have come to learn that somehow our club name "Lakshmi Investors" has now officially become "Lakshmi Investors a Partnership Investment Club" at Schwab - no kidding!! Has any other club experienced this? Any ideas who ...
ETrade merged with Morgan Stanley and switched our brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing to BIVIO. Anyone else stuck or ...
Hello, Are there any cautions generally about club investing in mutual funds/ Our club would like to try investing in a mutual fund but we are concerned that we may create problems in accounting. Will Bivio be able to account for the investment in a ...
It's possible that many of you are as unaware of the BI process for improving their online tools as I was. The site is here: https://feedback.betterinvesting.org . Everyone who is a registered BI user can vote (up to 3 times per suggestion) for the suggestions ...
Our club is considering disbanding. Our broker is also the broker for four of our members. If each of the remaining members establish an account with our club broker, can the annuities be transferred into their individual accounts in the amount of the each members' ...
Our club transitioned from TDA to Schwab at the end of May. For a number of reasons, we're not happy w/Schwab, so are considering moving the acct to Fidelity. I have a few questions for those who already use Fidelity: 1. Reports: Can we generate ...
I received these questions today on club cafe, the answers to some are posted after our club just went through this transition. Thanks to Laurie Manning/ Treasurer for First Coast Financiers. Hope this helps. Rick Josey. Sent from my iPad Begin forwarded message: From: lmanning@webprogrammers.com ...
The following information will not apply to most investment clubs, but there may be a few to which it does apply. If your investment club is a partnership formed without a state requirement to file the partnership agreement or other applications with secretary of state, ...
Our partnership agreement places a partner's valuation date at the end of the month following the month the withdrawal notice is accepted. For instance, if a partner's withdrawal notice is accepted at the November 2023 meeting, then the partner's valuation date is December 31, 2023. ...
What files should an investment club keep? And how far back? We're looking at cleaning up our files in bivio - and our club was formed in 2007. Any guidelines? thoughts? Kim Potter BI Brighton Model Club
At some point in 2008 I formed an investment club using Bivio. With the whole transfer from TD Ameritrade to Schwab my account has been broken similar to everyone else (I can no longer withdraw funds to a linked personal checking account). One solution they ...