Just a heads up for those of you that use Folio Investing as a brokerage and also received a distribution from Cognizant (CTSH), in August. This came through in the Folio AccountSync data feed as a Return of capital and was then entered by AccountSync ...
Since we are talking about changes to bivio in another thread I'd like to add a request. Every month when I do reports for the club, I have to select Reports to log out of bivio. I'd like to see Logout on the reports pages ...
Linda, Miss seeing you but hope we can meet at BINC this year. Yes, we are still traveling. We are wintering in S. Florida about 90 miles NE of Miami and 80 miles East of Ft Myers in the center of the state. There is ...
We have received our 1099 from TD Ameritrade, but do not see the 6 steps necessary to do the taxes. When do you expect to have that available? Amy Carlson
We filed a partial year return for 2017 in November after disbanding in August. Now some of the members are looking for their K-1. I don't see a link from the Taxes tab to get in there to our completed 1065. Your help is appreciated! ...
 Thank you for sharing. Original Message From: Dick Lewis via bivio.com To: "Undisclosed-Recipient:;"@apa10.bivio.biz Sent: Thursday, February 01, 2018 3:58 PM Subject: [club_cafe] Fw: OLD MAN AND A BUCKET OF SHRIMP Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of ...
Wow! Thank you all for the feedback and suggestions. We really do appreciate them. I thought I would address Jack and Kenneth's requests here, just to talk about the trade offs in designing software, especially a complex and collaborative "app" like bivio.com . Jack, we ...
I also agree. A mobile app is not a benefit to myself as Bivio is not providing real time data that can be viewed later. Ivor J. Hill Original Message Subject: Re: [club_cafe] Mobile App From: "Dick Lewis via bivio.com " <user*30211200001@bivio.com> Date: Thu, February ...
Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of Shrimp This is a wonderful story and it is true. You will be glad that you read it. It happened every Friday evening, almost without fail, when the sun resembled a ...
Seems to me it's about time a mobile version of bivio was made available. I reached out to "support@bivio.com", and was told that they prioritize new functionality and features based on user requests, and that a mobile app has not been at the top of ...
Our club has been in existence for many years and some of the member are thinking about making partial withdrawals, one so far is withdrawing $10,000. We will fill out the withdraw form, we have to sell stock to pay her. Is filling out the ...
Laurie, My Investment Club meets at that time of the webinar on Saturday. Are you going to record for later review? Ye ole bud, Larry Larry Reno Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, Jan 8, 2018 1:39 pm ...
Stay warm and get ready for taxes! Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done ...
Despite numerous warnings, we submitted our 2016 Taxes after the March 2017 due date. $195 per member penalty was paid in Summer of 2017. We JUST received a CP210 Notice from the IRS saying "We made changes to your December 31, 2016 Form 1065. As ...