Treasurer
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Treasurer Does the treasurer need to have their address on the brokers account? Do the checks go to the address of member listed on the brokers account if that person isn’t the treasurer? Is there any reason that checks shouldn’t be sent to the treasurer if his name his address is not on the brokerage account? 🙏 Steve Sent from my iPhone I would have the club name and address on the broker account. Checks can be sent to the club address and you can pass them along to the treasurer and hopefully assistant treasurer. Ira Haas Sent from my iPad > On Apr 5, 2023, at 4:27 PM, Steve Todd via bivio.com <user*34535000001@bivio.com> wrote: > > Does the treasurer need to have their address on the brokers account? > Do the checks go to the address of member listed on the brokers account if that person isn’t the treasurer? > Is there any reason that checks shouldn’t be sent to the treasurer if his name his address is not on the brokerage account? > 🙏 > Steve > > Sent from my iPhone But, seriously, how many investment clubs have their own address? Linda I would have the club name and address on the broker account. Checks can be sent to the club address and you can pass them along to the treasurer and hopefully assistant treasurer. Every club that files a Federal 1065 and State tax form, if needed, has an address. This is what should be on the broker site. |
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