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"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC

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Club Cafe
That is not the case for REIT's and certain other investments. You need to reportA the dividend in the year ...
No > On Feb 25, 2020, at 9:06 PM, Mary Fran Novak via bivio.com <user*7094300001@bivio.com> wrote: > > Do we ...
Don't understand the last one, about the estate for a decease person? ...
It states "A nominee or other similar person that holds an interest on behalf of another person." I assume that ...
We have invested in companies trading as ADRs without issue. If the company issues a dividend, you may have to ...
From my conversation with an agent, I get the feeling that they may have been on the bad side of ...
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Top Club Holdings

AAPL AAPL  57%
AMZN AMZN  34%
DIS DIS  32%
V V  27%
MSFT MSFT  25%
FB FB  20%
GOOGL GOOGL  18%
COST COST  18%
GOOG GOOG  17%
BRKB BRKB  17%

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