Watch Lists
I've done a lousy job of keeping my own watch and neither club I have been in has done a very good job of maintaining one. The biggest issue I've had with watch lists is that there doesn't seem to be a clear appreciation of ...
2 messages
3 members have recently withdrawn
Greetings all - As a new treasurer, I seek a Treasurer-geek (that's a full compliment) to engage in conversation to straighten out a mess that has been created trying to withdraw 3 members. The full withdrawal was performed. Then checks came in that needed to ...
6 messages
AccountSync - Charles Schwab
For those of you affected by recent AccountSync issues, we really appreciate your patience as our technical staff continues working to smooth out broker issues after our recent switch to the new ISP. Here is an update for clubs with Charles Schwab accounts. When Schwab ...
1 message
REITs for investment clubs
Any clubs invest in REITs? Are there any problems with doing that? Especially at tax time? I know it's not a standard investment for us. Thanks Kim Potter BI Brighton Model Investment Club
15 messages
Bivio Support
Bivio Support does not answer my request for help in getting sync via yodlee with Schwab. Is it not working?
6 messages
Entering dividends manually in Bivio
Our club uses E*Trade as our broker and is one of those whose server is blocking Account syncing to Bivio. Yesterday, Friday, I sent a help request to Bivio but I haven't got a response yet. I want to be able to add our dividends ...
5 messages
Partial payout to club member
Hello, How does your club handle partial/full payouts of members? I am in an investment club that has been going since 2000. We feel our by-laws are well written but we need some help addressing a partial or full withdrawal of funds from the club. ...
7 messages
E*Trade & Edward Jones
If you are an E*Trade or Edward Jones customer, we need you to call their technical support desk and tell them this: Your OFX server is blocking our club's accountingA software when it tries to download trades from our account. Please whitelist 's IP ...
7 messages
Check Deposit
Hello , I received a refund check from Better Investing and using SuspenseA was ableA to get it into our bank account for our club. This resulted in a negative value in the Suspense account. When I tried to remove this value , it removes ...
6 messages
Corecard cost basis
Anyone else having trouble reconciling cost basis for Corecard with many different sized lots sold? Let's say we sold 200 shares of Corecard, bivio had numbers of shares being sold at 34, 7, 6 15 etc. TDA has shares sold at 40, 75 etc. I ...
3 messages
Schwab / Yodlee - Updating Credentials
We use Schwab as our broker and updated to the Yodlee service as instructed last July. We're now seeing an alert that we need to update our AccountSync, but when I went in to do it, I'm seeing a popup from Schwab (edited screenshot attached) ...
5 messages
Manifest Subscription
Just received an email form Mark Robertson. Our subscription has been renewed until 4-2-23. Anna
1 message
Yahoo/AOL email issues
If your mail is going through (this includes ), messages from yourA clubs and Club Cafe are being "temporarily deferred" by Yahoo. We are working with our new ISP and Yahoo to resolve this issue. Cheers, Rob
1 message
Server migration complete
We have migrated away from the problematic ISP to one that should be more reliable. Cheers, Rob
2 messages
Network outage 4/22/22 11:12-12:00 MDT
We had a network outage for 48 minutes.A We apologize for this error and any inconvenience it may have caused. Rob
1 message