Please remove me from all of these mailing lists. On Monday 08/24/2026 at 5:19 pm, ira smilovitz via bivio.com wrote: All of the answers so far have missed the most important point. You don't want to transfer stocks into a personal account of a decedent. ...
My club is meeting to discuss, how to deal with the event of a death of one of our members. Our PA states that when notified, we do a full withdrawal and send a check to the estate of the deceased member. my Question is ...
Hello Club Cafe members, Our club is disbanding. We are presently calculating stock transfers and not sure what to do with cost lots. For example we bought 25 shares of Church and Dwight 20 years ago and 6 shares 2 years ago. In the interim ...
Hi all, We're looking for a Support Specialist to join our team at bivio! See the details about the position here: https://www.bivio.com/jobs/file/Public/bivio-support-specialist-position.html Justin bivio Support P.S. - Our apologies if you also received our email bulletin last week, but we wanted to make sure that ...
Hello! Our club is in the process of revamping our member manual which includes our partnership agreement and operating procedures as well as investment principles and our club's stock selection criteria. These are especially important to new members. What sorts of materials do share with ...
Hello All, I see we will have to fill out member details - address and SSN for each member for tax reporting. Any concerns with leaving SSNs on the records? Thank you in advance for your reply. Ash
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 ...