I am moving from Maryland to Northern Virginia.A I am looking for a new investment club in that area, preferably near Burke, VA, who might be acceptingA new members.A Any ideas? Peter Dunkelberger Sumner Stock Selectors Investment Club
Good evening, Have any other clubs had issues with the IRS incorrectly classifying them as a 'Qualified Opportunity Fund'? Our club received an IRS penalty assessment for 'Failure to Maintain Investment Standard for a Qualified Opportunity Fund'. Our club has never certified as such there ...
We have some of our cash invested in FRBXX. When I go to enter it (as I would with a stock) the ticker is not found in Bivio. I've searched the boards and Help and am not finding guidance on tracking a mutual fund holding ...
Our club has been with e-trade, which was brought out by morgan Stanley. As I new treasurer, Morgan Stanley is making us jump through hoops to get a new authorized person on the account. I am fed up! If the club votes, we will switch ...
We have been with Schwab and are transitioning to Fidelity. Schwab has been such a pain to deal with since our account was acquired by them from Ameritrade (broker we really loved). Since the transfer, life has been a bad dream that went on and ...
We are an investment club in Wisconsin. We are a General Partnership. Does anyone know if General Partnerships in Wisconsin have to file the Beneficial Owners Information (BOI). Thank you! Sent from my iPad
We are in the process of reorganizing our folders and files in Bivio for our model investment club. Our current file structure has become somewhat unwieldy over the years, with too many folders. We have a members-only folder with subfolders. Since we are a model ...
Our partnership agreement states that in order to remove a club member, it requires agreement from members whose capital accounts total a majority of the value of all partners capital accounts. Our club will be voting on this matter. Our question is, how do we ...
We just had a member of our club pass away. We have never processed a deceased member's withdrawal before. We're wondering if there are any "dry run' tools that can be used to simulate a member withdrawal. Thanks in advance for your help! Len Delmolino ...
Opening a new account at Fidelity. Questions? Go to Fidelity.com/openaccount or call 800-343-3548. New Fidelity Account(R) -- Business Use this application to open a business account. Do NOT use this form for retirement or omnibus (pooled) accounts. Type on screen or print out and fill ...
I am aware that Bivio will not do bookkeeping or taxes on digital asset type investments due to the complexities involved. The question I have is there a problem with investing in a company that does digital asset mining. Such as Core Scientific (CORZ) ? ...
any one else is having a problem with the monthly accounting statements since the transfer since Ameritrade to Schwab? Option that had expired still showing active.