We have paper records from 1996 to present. 1. How many years of records do we need to keep? 2. What do we need to keep in paper? Thanks, Etana The Stockettes
In a message dated 6/30/2007 8:05:33 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: If I use bivio, how do I prepare the club state (MD) taxes? Is that difficult? How much time (8-10 members) For now, you will have to do them by hand. It shouldn't ...
In a message dated 6/30/2007 8:04:15 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: We have paper records from 1996 to present. 1. How many years of records do we need to keep? 2. What do we need to keep in paper? Same as your personal tax ...
I have made several transactions in my Ameritrade account on Friday and Monday that are not reflected at Bivio as of almost 8 am. I did change my email address on Friday but updated it at Bivio. Is there a problem that maybe I am ...
Hello, Does any know if Bivio provides investment performance as a year-to-date calculation? Annualized IRR is ok, but it will only give you an accurate YTD if you run it at the end of the year. I guess I could calculate it manually using the ...
Our club is a member of Better Investing. I believe we pay $40 a year. I think membership used to provide a lower price for CA and/or CA support. We've switched to bivio. (Yay!) The price for AccountSync appears to be the same whether our ...
Greetings. Our club wants to consider non stock investment opportunities abroad. We want to invest in small start-ups outside the US and wanted to hear from other clubs incase they have done the same or considering it as a possibility. Questions 1. Our biggest concern ...
I need some guidance on how to enter the CX Stock dividend. We owned 200 ADR shares that were eligable for the stock dividend. How do I determine the basis for the new stock?
In a message dated 7/5/2007 8:45:26 A.M. Pacific Daylight Time, mmurrell@bivio.com writes: I need some guidance on how to enter the CX Stock dividend. We owned 200 ADR shares that were eligable for the stock dividend. How do I determine the basis for the new ...
Don't you have access to the archived articles also? Plus the screens that are provided by Phil Keating and others? Danny Matthews > From: garbagecop@earthlink.net > > > The "individual standard membership" rate of $25 is > > only available to BI members who renew, ...
I posted here and contacted customer support with no response. Can someone please help me with Accountsync? It has not worked for the last 3 or 4 business days. Thanks, Tom Kelly.
Can an investment club be changed to a hedge fund in structure without any legal problems in the transition, or are there some legal requirements to do this? What are the requirements to change if it's possible to do so? Thanks, Ilene
In a message dated 7/5/2007 4:31:41 P.M. Pacific Daylight Time, ileneca@bivio.com writes: Can an investment club be changed to a hedge fund in structure without any legal problems in the transition, or are there some legal requirements to do this? What are the requirements to ...