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Change Request
Linda, Miss seeing you but hope we can meet at BINC this year. Yes, we are still traveling. We are wintering in S. Florida about 90 miles NE of Miami and 80 miles East of Ft Myers in the center of the state. There is ...
1 message
taxes
We have received our 1099 from TD Ameritrade, but do not see the 6 steps necessary to do the taxes. When do you expect to have that available? Amy Carlson
2 messages
K-1
We filed a partial year return for 2017 in November after disbanding in August. Now some of the members are looking for their K-1. I don't see a link from the Taxes tab to get in there to our completed 1065. Your help is appreciated! ...
2 messages
OLD MAN AND A BUCKET OF SHRIMP
 Thank you for sharing. Original Message From: Dick Lewis via bivio.com To: "Undisclosed-Recipient:;"@apa10.bivio.biz Sent: Thursday, February 01, 2018 3:58 PM Subject: [club_cafe] Fw: OLD MAN AND A BUCKET OF SHRIMP Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of ...
6 messages
Mobile App
Wow! Thank you all for the feedback and suggestions. We really do appreciate them. I thought I would address Jack and Kenneth's requests here, just to talk about the trade offs in designing software, especially a complex and collaborative "app" like bivio.com . Jack, we ...
6 messages
Mobile App
I also agree. A mobile app is not a benefit to myself as Bivio is not providing real time data that can be viewed later. Ivor J. Hill Original Message Subject: Re: [club_cafe] Mobile App From: "Dick Lewis via bivio.com " <user*30211200001@bivio.com> Date: Thu, February ...
2 messages
OLD MAN AND A BUCKET OF SHRIMP
Subject: OLD MAN AND A BUCKET OF SHRIMP Old Man and a Bucket of Shrimp This is a wonderful story and it is true. You will be glad that you read it. It happened every Friday evening, almost without fail, when the sun resembled a ...
4 messages
Mobile App
Seems to me it's about time a mobile version of bivio was made available. I reached out to "support@bivio.com", and was told that they prioritize new functionality and features based on user requests, and that a mobile app has not been at the top of ...
20 messages
Partial withdrawal
Our club has been in existence for many years and some of the member are thinking about making partial withdrawals, one so far is withdrawing $10,000. We will fill out the withdraw form, we have to sell stock to pay her. Is filling out the ...
5 messages
Time to Get Your Ducks in a Row!
Laurie, My Investment Club meets at that time of the webinar on Saturday. Are you going to record for later review? Ye ole bud, Larry Larry Reno Original Message From: Laurie Frederiksen <laurie@bivio.biz> To: The Club Cafe <club_cafe@bivio.com> Sent: Mon, Jan 8, 2018 1:39 pm ...
4 messages
Changing Treasurers
1.I could not find in the Help section help in changing treasurers. 2.Can we use a Post Office Box For the new Treasurer's address? Sent from Outlook
2 messages
Time to Get Your Ducks in a Row!
Stay warm and get ready for taxes! Your 2017 investment club tax forms need to be filed by March 15, 2018. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done ...
6 messages
2016 IRS Late Filing Fee and Cp210 Overpayment Notice
Despite numerous warnings, we submitted our 2016 Taxes after the March 2017 due date. $195 per member penalty was paid in Summer of 2017. We JUST received a CP210 Notice from the IRS saying "We made changes to your December 31, 2016 Form 1065. As ...
5 messages
Investment Fees
This is a very good overview of investment fees and their impact on investment returns.A It is provided by the Investor Education department of the SEC: How Fees And Expenses Affect Your Investment Portfolio Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
1 message
Member payments with valuation in prior year
Hi: Does it matter if purchases by members made in 2018 have a valuation date in 2017 are entered before the books are closed on 2017? Thanks, Scott
9 messages