The member's family decided to open an account with our
broker. The broker has transferred the stocks. where and
how do I record this in Bivio?
Laurie Frederiksen on
You record this as a full stock withdrawal using the withdraw button on the Accounting>Members page.
You really should have recorded the withdrawal prior to transferring stock to avoid problems. When you record a withdrawal, a report is prepared that you can use to tell the broker exactly what to transfer.
If you have any issues making the entries now, send your questions to firstname.lastname@example.org for further assistance.