When does Bivio update the Valuation statement to reflect a day's closing stock prices? It is now 8:00 p.m., EST on Monday and the stock prices on the Bivio club website have not been updated since last Friday.
I can't answer for bivio, but when I last checked into closing price services several years ago, they usually updated sometime between 8 and 11 pm Eastern time. The process isn't as simple as it might seem for the data services to clean their data ...
I know that this has been asked in the past, but I couldn't find the answer (if any) that was given. Accountsync allows downloading of data from Sharebuilder broker accounts, however their website says that they do not offer club accounts. Does the club have ...
My predecessor as treasurer told me that Club Accounting 3 prohibited one from cashing out a member until after year end tax reports had been run. We have a member to cash out now (2008), but I'm reluctant to do so without asking if doing ...
In comparing CA3 software with Bivio, I find a difference in the Valuation Statement Report as to how the 2 applications computed my cost basis per share for a stock that had a reverse split. Nortel Networks experienced a 1 for 10 reverse split. Our ...
Our January '07 valuation is off because the market price from our broker (TDA) does not match the price per share from bivio. How do we handle this situation?
Greetings, Our group, FIG, is finally ready to use your service. We are sending the appropriate documents and deposit to Scottrade to open the account. We are considering your site and a competitor right now, but leaning toward bivio. Here are my questions. Please keep ...
On Feb 9 the Northwest Indiana Chapter BI will conduct a workshop on a club treasurer's year-end chores, including tax return preparation, both federal and Indiana. We are using a bivio free trial club to do the 2007 tax year accounting and preparation of the ...
Due to Phyllis's (wise) decision to put in buy orders, with Limit amounts, last night after our meeting we benefited from an early opening drop in prices and bought Starbucks at $17.76 and Whole Foods at $34.33 !! There will be broker fees and commission ...
We've just set up our club and are using OptionsXpress along with Bivio. My question pertains to dues. OptionsXpress doesn't allow deposit from any account other than one in the same name (meaning, we can only deposit from a bank account that is in the ...
Simple answer. Find a different bank and/or a different broker. Ira Smilovitz In a message dated 01/23/08 2:02:03 A.M. Eastern Standard Time, jennifer@bivio.com writes: Kerry Ashford wrote: > Kerry Ashford wrote: > > Jennifer Winkler wrote: > > > We've just set up our club ...
We have opened an OptionsXpress Investment Club account in the name of our club. The big problem I'm having is that they only accept deposits from a bank account in the same name. We don't have a bank account in our club's name because to ...
I'm teaching a class this weekend in Maine. How do I explain the difference and support the recommendation for Time Based. I know you've talked about it a lot but I can't find the basic explanation. How does a member gain from Time based? Is ...
I don't believe mutual funds use time-based. I think they use snapshot. That's why you hear of people complaining that they bought the mutual fund on December 1 and suddenly have all this tax to pay when the fund makes its distribution in mid-December. In ...