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Use bivio to organize your club. The first step is to register with us. To learn more about bivio, read our tutorial Getting Started or visit our Demo Club.
As part of registering, create a club on bivio. Each club gets its own Club Site™. You'll need to pick a name for your club - don't worry, you can change it later.
Then, once you are logged in, add other member(s) to your Club Site. Make sure you enter their email addresses, so they will receive messages sent to your club.
Your Club Site will be very useful when moving on to the next two steps. You'll be able to share draft partnership agreements in the Files area, discuss which broker to use in the Mail area, and enter information required by your broker in the Roster.
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You should establish a partnership agreement. We recommend the sample partnership agreement supplied by BetterInvesting®. All members must sign a copy of your partnership agreement.
Some clubs also establish bylaws. These are working rules, e.g. we meet on the third Thursday of every month. You do not need bylaws to operate your club.
US clubs must obtain an Employer Identification Number (EIN). Fill out Form SS-4 and mail it in. [instructions]
Some US states and counties request you register. Once your club is actually doing business, you may want to contact your Secretary of State to find out if you need to register.
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