Should we set up our bank checking account as an additional bivio account? It says that I can do that and the username is optional but when I try, I get an error message saying username required.
Our bank is requesting each member of our club to update there profile in person at the bank. I just wondered if any of you had to do the same with your bank.
attached are 2 articles that explain the price increase and types of memberships. Basically, they are going broke. Haven't had a price increase for 7 years. wanted to go nonprofit and change business model but members didn't go for it. Not sure that would have ...
NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO. Thank you, Rich Spina Sent from Mail for Windows
Our club received 17 shares of ACLLY in a spin off from ABB on 10/11/22. It is listed in our TD Ameritrade account but did not synch over to bivio. Should I just manually enter it at this time? Anyone else have this issue?
Hi All, Bivio is now an approvedA Schwab third party vendor. We have begun testing our software against theirs. Our current estimate is that it will be production ready in two weeks. If you are interested in being a beta tester, please email support@bivio.com . ...
Hi Rob, A little while ago I read that the software for Bivio is "open".A I was wondering whatA that meant for users (club treasurers and members).A For instance, I would like to see how the IRR reports are prepared.A Is it possible to see ...
Thanks Rob! We'll keep an eye out for the migration to the new system. Nancy Sent from my Verizon, Samsung Galaxy smartphone Original message From: Robert Nagler <nagler@bivio.biz> Date: 10/20/22 10:39 AM (GMT-06:00) To: club_cafe@bivio.com Subject: Re: [club_cafe] Schwab approved, testing begins Hi Nancy, Penny, ...
Is there a recommended method for reconciling the cost basis of stocks that are still held? Once a stock is sold it is easy to look at the G/L report in bivio and reconcile this with the broker's information. Getting at the cost basis for ...
I have just been informed by our club Treasurer that the sync process with Schwab still does not work. Can you please confirm the status of the sync problems with Schwab? Should all clubs with Schwab accounts now be able to sync with Bivio? Or ...
Our broker provided a 2021 corrected 1099 in September 2022. It decreased the reported Total Ordinary Dividends (Line 1a) & Qualified Dividends (Line 1b) by the same amount and increased the Non Dividend Distributions (Line 3) by that amount. Does the bivio software allow us ...
I have a box of Investment Club Records from 2006-2017. The Club disbanded and filed it's last tax return in 2017. How many years do I need to keep the Audit and Tax forms? Thanks for your help!