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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
Cathy, this is the type of problem that bivio handles directly through its support desk. Send your enquiry to support@bivio.com ...
Interesting, and thanks. On Tue, Feb 23, 2021 at 7:54 AM Norman C. Blizard via bivio.com <user* 36041900001@bivio.com > wrote: ...
We use TD Ameritrade and had our 1099 in January. From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Connie Humble via bivio.com ...
Okay thanks Sent from my iPad On Feb 21, 2021, at 8:48 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:  Michelle, Please ...
Norm I looked over the presentation and what I see are dreams without acknowledgement of the challenges. The Siemens offshore ...
What about KL- Kirkland Lake Gold? Sent from Yahoo Mail for iPhone On Friday, February 19, 2021, 9:19 AM, Laurie ...
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Top Club Holdings

AAPL AAPL  63%
AMZN AMZN  36%
MSFT MSFT  32%
DIS DIS  27%
V V  26%
FB FB  20%
COST COST  19%
GOOGL GOOGL  17%
GOOG GOOG  17%
JNJ JNJ  16%

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Average Portfolio:
$ 223,386

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