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 ...
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 ...
Greetings! Just recently discovered that Schwab does not transfer stocks to an individual or partner's personal brokerage. Although our by-laws stipulate the option of stock transfers or cash, we just discovered that Schwab won't do that. In all the years we have had Schwab since ...
Like many of you, we aren't feeling the love from Schwab post TDA migration. We're contemplating making a switch to Siebert. One idea was to park our Schwab account and put all new money and investments into the Siebert account. Fidelity hasn't been great to ...