any one else is having a problem with the monthly accounting statements since the transfer since Ameritrade to Schwab? Option that had expired still showing active.
1 message
Members buying partial withdrawal from member
Can members buy partial shares from a member who is just requesting partial withdrawal ? Sent from the all new AOL app for iOS
7 messages
Changing Club Treasurer and access to E*Trade account
Would anyone be willing to share their recent experience on the process to change the Club Treasurer and update account access on eTrade. My club uses E*Trade and we're starting the process to change the club account access. Any advice, tips, or prior experience would ...
1 message
Robinhood or E*Trade vs. Schwab
Could anyone who uses either Robinhood or E*Trade (with JP Morgan) please comment on their experience with either of these brokers? Our club transitioned from Ameritrade to Schwab in November and we are not comfortable with the changes. Specifically, Are these brokers, Investment Club friendly? ...
28 messages
Stock partnership member withdrawal
What is the best way to payout a club member, cash payments or stocks
10 messages
Schwab login
Anyone else having trouble logging into Schwab? Mary D. Sent from my iPhone
7 messages
Cash in Lieu transaction
We had a Redemption cash in lieu payment 5/24/2024 of $13.24 which did not migrate from Schwab to Bivio. It has to do with SCCO butA has Bank Credit from Brokerage explanation in another place. Would someone please help with instructions on how I should ...
3 messages
Stock Transfer to Withdrawing Member - Embezzlement?
We had a member withdraw effective May 1. Our bylaws allow the remaining members to vote on stock transfer as payout, which we did and the departing member was agreeable to this. The member is elderly with some health issues and refused to provide her ...
13 messages
2024 Tax Filing for Clubs disbanding in 2024
When will the tax software be available for clubs disbanding in 2024? We closed our club in April of this year. My understanding is that we need to file by the 15th of the third month following the closing date. I know that Bivio will ...
2 messages
GE Vernova spinoff
This may be related to the TDA transition, but our club held GE and in our Schwab (and TDA before transition) shows 7 shares of GE Vernova however Bivio isn't showing them. We purchased an additional 7 shares which do show up. In Schwab the ...
2 messages
Edward Jones New Fee Schedule
Have any Clubs that use Edward Jones been informed about the new price structure for fees for buying and selling? We went to make a trade and were told our $25.00 fee was no more, and in its place, was a new structure for fees ...
4 messages
SEC and Charles Schwab
Has anyone pursued a complaint with the SEC about the roadblocks investment clubs are experiencing with Schwab? Our club disbanded, and we can't figure out how to get our money from them. It seems an SEC investigation would get their attention.
22 messages
Annual rate of return
Does bivio show the annual rate of return for each stock? I know it shows the annualized rate , but I believe they are different.
13 messages
Sorry to bother you, are you avaiIabIe on emaiI on for a few minutes? Can't caII! Thanks, Marcia
5 messages
BetterInvesting membership expense?
Can a club put BetterInvesting membership expenses in the club account or should those be paid outside the club accounting? Our club would like every member to be able to create SSG reports for evaluating companies. The cost of the BetterInvesting Core Plus Membership is ...
5 messages