We have a member who submitted an amount more than stipulated and would instead like to assign the additional amount to family member(s). Is this possible in Bivio? Thank you
How do I handle a full withdrawal that involves a transfer of stock and the balance in cash. The stock valuation date is used for the value of the stock, but the withdrawal date value is quite different. Can I post the transaction in two ...
John, would appreciate if you could identify the Schwab form number Our local office in Illinois says they cannot transfer stock from our club which is a partnership. Regards Bob Ford From my Kindle On June 14, 2026, at 2:03 PM, "John W Ranby Trustee ...
We have 20 members in pur stock club. Only 5 to 6 members attend the monthly meeting. And it is the same people. I find it real amusing to see such poor participation for years. What is happening in your stock club?
Our club is planning to transfer shares of a stock to individual members' Schwab accounts. What considerations, cautions and end of year tax issues should we keep in mind? Also, one member would like to have her shares moved to her Schwab wealth management account. ...
Rebecca, Bud Allchin here regarding Greedy Shareholders.I was curious as to the infrequent notifications/emails that I normally receive when members deposit money. In the past when members deposited money I would receive an email which alerted me to open Bivio and identify which member deposited ...
Hello All, We would like to share a monthly performance report with the members. The report will have a beginning balance, ending balance, short-term/long-term profits/loss (totals), dividends received, options income (P/L), member additions/withdrawals - all in one report. This is a fairly standard report in ...
Hi, How do you handle a member who hadn't communicated to the rest of the members that they couldn't pay their monthly dues? As a portion of the dues go towards any club expenses. Any suggestions? Thanks Ana Earning and Learning
We currently use eTrade as our broker and supplier of transactions to the Bivio feed. We own two foreign stocks that pay regular dividends and the information supplied by eTrade is not complete enough for Bivio to process what we need to match our 1099 ...
Reconciling our 1099-B on Bivio I see a number of transactions with incorrect cost basis. There are due to the transfer of stocks from TD Ameritrade to Schwab where cost basis is not recorded and only shows as Journal Transfer of shares.
In preparing for our club audit, the only records that do not agree are the cost basis amounts for some of our stocks. I've been working with support@bivio.com to reconcile these issues, but our members are patiently awaiting their K-1's and I'd sure love to ...
My club uses fidelity, they just distributed our official 1099 (3/11). On it is a dividend payment from 1/30/26 for SPY. I called in to get this fixed but Fidelity claims we have to file this dividend with our 2025 taxes. This is the only ...