Communications
club_cafe
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Registering a Second Club in bivio
Hi Laurie I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details Original Message Subject: [club_cafe] Registering a Second Club in bivio From: Laurie Frederiksen < ...
2 messages
Registering a Second Club in bivio
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill A wrote: We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with ...
1 message
Making Sure You Have Correct Valuations
Hi Laurie We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club. Can we register with Bivio and keep them seperate even though I am the contact ...
1 message
Earnings Reports
It's earnings season! Here's an interesting article from StockRover about interpreting earnings reports: Decoding the Earnings Report In the comments section they also provide a link to another interesting report describing GAAP versus Non-GAAP earnings and how they affect analysts estimates: Understanding Earnings Estimates Laurie ...
2 messages
Buying a TICKER again after selling it
My clubs use tax loss selling as an ongoing strategy. We frequently will purchase the same company again after the wash sale period has expired. We would like to track the gain/loss percentage from the new purchase date rather than the original purchase date. How ...
4 messages
Email Distribution Not Working?
Hi all - trying to send a message to our club and the email distribution (clubname@bivio.com) list doesn't seem to be working. Anyone else having this problem?
5 messages
HPE Spin-off of DXC
Earlier this week HPE spun-off it's Enterprise Services division. In my Scottrade account I now have several shares of DXC Technology (Ticker: DXC), but I do not see these in my Bivio records. Why is that? Is there something I need to do to account ...
2 messages
How do you remove an email from the club's email board.
Oh dear! I would think it's already in their inboxes. Good luck hope there's a way to recall them Kim Potter BI Brighton Sent via the Samsung Galaxy S7, an AT&T 4G LTE smartphone Original message From: "Robert Kellogg, Jr. via bivio.com" <user*27931200001@bivio.com> Date: 4/17/17 ...
2 messages
How do you remove an email from the club's email board.
I accidentally sent an personal email to the club's email address and I need to have that personal email removed. Please tell me that there's a way to do that!!!
1 message
Selling specific lots
Are there IRS rules that would prohibit selling specific lots if in the past sales were done on FIFO? Our broker allows the assignment of particular lots until settlement. Thanks, Scott
2 messages
How to stop getting emails from clud cafe
Hi I would like to stop getting emails from club cafe. How do I do that in Bivio? Thanks.
2 messages
Nonresident filing
Is there a special form to submit for a nonresident in NJ? I'm finished with the NJ 1065 listing all the members including the nonresident who lives in DE. Thank you, Gayle Freeman
4 messages
dividends with tax withheld
We have a stock -Rogers Communication--which is out of Canada. We can not reinvest the dividends so they go to the broker account. At the same time, they charge the tax which is due. I don't know where to enter the dividends in Bivio where ...
6 messages
Scottrade and Member Deposits
Irina, I'm the treasurer of Len Douglass' other club. I don't have issues with the problems you listed. The 1099 came in plenty of time to get the taxes mailed before the deadline. The 60 day hold wasn't a big deal once I got it ...
1 message
Boise bi club?
I moved to boise Idaho and would like to find a club here. Can you help? Teresa Sent from my iPad >
4 messages