TD Ameritrade does not include the gross dividend amount, or the tax witheld, for foreign securities until it issues the monthly statement. Therefore, when AccountSync sweeps the daily activity of Ameritrade accounts it picks up only the net amount of the dividend because that is ...
like a ghost from the past, one of our withdrawn members occausionally appears on a report. just as eerily, she can go away. what do i do about the ghost of Tammy Past? I generated the membership contributions and withdrawals from 1999, when she withdrew, ...
I exported bivio to floppy and compressed the file. when i try to import this to CA3, it doesn't recognize the format i'm afraid this is getting out of my realm. deannie
Does Bivio Automatically calculate the wash sale or do you have to manually change the cost basis which would the change what you bought the original stock for?
In a message dated 4/12/2007 12:00:57 P.M. Eastern Daylight Time, garbagecop@earthlink.net writes: Let's say you owe a departing member $384 dollars. ABC Company shares are currently trading at $30/share. That would equate to 12.8 shares. To be safe, I would transfer 11 shares, then wait ...
Our club owns shares of SLM and Friday it was up big due to reports that it will be bought by private equity firm. What does that mean for SLM shareholders if that were to happen? Would SLM continue to trade on the public market? ...
Hi all, I'm trying to upload some new documents, and I forgot how to upload multiple files into a folder, at the same time. I can't find it in the help section. Does anyone remember? Thanks! Lynn O. www.bivio.com/crowriver
I have several questions I could not find directly in search, so if someone could answer, that would be greatly appreciated: I notice that profits can be taken based on percentages, but what is a good way to determine what profits to take? Are profits ...
I just noticed that the TD Ameritrade feed stopped updating my investment club's bivio account after 3/21/2007. I had to hand crank the activity from that date forward. Our account is under the TD Waterhouse system. I know that they were talking about consolidating the ...
Hello, We have been a Bivio member for 4-5 years, and are up for renewal. Recently we received a notice saying Accountkeeper is discontinued, because Bivio "can't deliver the service you deserve at the price you have to pay". I was told the options were ...
In a message dated 4/14/2007 10:43:09 A.M. Eastern Daylight Time, benwoltz@bivio.com writes: Our club owns shares of SLM and Friday it was up big due to reports that it will be bought by private equity firm. What does that mean for SLM shareholders if that ...
Our club does not work with fractional shares. We pay our dues once a year. For example, I own 5 shares and my dues for the year are 1,200.00. Is there some way, as treasurer, I can record payments or fees and not have bivio ...