Hi all, Without warning, Fidelity has shut off access to their OFX server, which we use for AccountSync. As such, we are unable to automatically import data for Fidelity accounts at this time. We are working on the next steps required to regain access to ...
Is anyone else having trouble linking from Bivio to Manifest Investing? It looks like Manifest changed their user interface and our Club's Bivio portfolio no longer populates automatically. Lori Sent from my iPhone
What should a partnership agreement, when following NAIC model, state as to the following topic? NAIC partnership agreement model for withdrawal due to death.
Justin: We cannot catch a break as Schwab could no longer service our needs and we love our Fidelity folks but now I see I cannot sync. What should I do while waiting for the fix to get our records "moved" from Schwab as our ...
Hello. Are there any good resource you can point me to that highlights as a club member what one cannot do in their personal accounts? I read wash sales is one area. Thank you (I admit I didnt google enough)
Hello All, We are a new investment club (in the forming) and are exploring which brokerage to go with. I love and use the ThinkOrSwim tool and have a personal account with both. I see a lot of discussion regarding this topic at bivio. Is ...
Wea€(TM)re excited to tell you about the upcoming bivio 2025 tax season webinars. A Register today for both webinars and invite your club members to join you. A Register here: https://www.bivio.com/club_cafe/home/Public/index.html The bivio Audit Party webinar will be Saturday, January 10, 2026 at 1 PM ...
Hey all -- wanted to get the group's perspective on how you're handling fractional shares. Do any of you automatically reinvest dividends (DRIP) through your brokerage and therefore receive fractional shares? If so, how are you reconciling those within Bivio? We've run into some challenges ...
Our club is considering investing in an International ETF. Are there issues with Bivio tracking and tax preparation that we should watch for. I know that it is best not to reinvest dividends (been there, done that) and that many times there will be late ...
I am getting ready for tax season and have several questions. First we acquired some GE Vernova stock when GE spun them off. Bivio had them as Ordinary Dividends so I change it to Qualified Dividends like Charles Schwab had them. Is that ok to ...