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 ...
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 ...
We moved to Fidelity recently from Schwab. The transfer between the brokerages went well. Now I need to update Bivio. I see where we can change the accounts, but i don't want to lose the Schwab transactions. How do I add Fidelity account to autosync? ...
Hi all, I can't believe I forgot to post this earlier on Club Cafe.A Sorry, it's been busy. It's not too late to register and print the handouts for tonight's bivio "Getting Ready for Tax Season" webinar.A The webinar is at 8:00 PM EST this ...
Hi All, We am looking for tips and suggestions from those that have successfully moved their investment club account from Schwab to another brokerage. We have a few questions: 1) What would be the best time to make the move to a new brokerage? (e.g. ...
With the dissatisfaction with several Investment firms, specifically with the distribution of assets to withdrawing club members, is there a list of brokerages that are compatible and integrate with Bivio and are user friendly to partnership accounts?
All - I know people will have definite opinions on what my club wants to do, but I really just need to know the best way to do this. We are considering selling all of our stock by the end of the year, disbursing everything ...