Hello, Our books are almost back in order. Under Accounting/Investments I see a ticker with numbers and a letter e.g. 12345X123. This is not on our TDAmeritrade brokerage account. Is this something that bivio uses to keep track of something or should I delete this? ...
Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks!
In a message dated 4/27/2007 4:22:23 P.M. Eastern Daylight Time, joeyu@bivio.com writes: Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks! ...
Where do I go (site) to record all Clubs stocks as a new member. Bivio said TD Ameritrade only goes back 3 months, so I must record all stocks owned with date of purchase, quantity bought and cost. I need a step by step help, ...
Hi gang, poor old me being the hapless treasurer of our club (in operation for 4 years now) is getting hammered about poor returns and with it, a sense of loss of faith in the unit value system. What happened, was the club started with ...
I am a member of a club that is just getting started, and we are not sure if we need a bank acct. We wanted to put our cash in a online savings acct. to earn interest until we are ready to start making transactions. ...
I am a member of a club that is just getting started, and we are not sure if we need a bank acct. We wanted to put our cash in a online savings acct. to earn interest until we are ready to start making transactions. ...
Our club would like to attact a few new members. One of our members has suggested that we advertise for members and then perform interviews before inviting a prospect to join. What are some of the drawbacks to this approach?
In our club members pay dues semi-annually. All members contribute the same amount so their portfolio values should all be the same When a new member joins, he pays an amount equal to each members value as of the valuation date, which is the last ...
In a message dated 5/9/2007 10:09:20 A.M. Eastern Daylight Time, acklages@bivio.com writes: In our club members pay dues semi-annually. All members contribute the same amount so their portfolio values should all be the same When a new member joins, he pays an amount equal to ...
Lynn, When you look at your response, you actually agreed with everything Kathlene wrote except that you told her how to do it. You are advertising for new members in everything you said. You just said how you advertise. By having them come to three ...
In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members?
In a message dated 5/10/2007 10:08:02 P.M. Eastern Daylight Time, hows@bivio.com writes: In the members performance reports area, how can the annualized rate of return for all members be less than the annualized rate of return of any of the individual members? The annualized rate ...