bivio price increase
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 ...
9 messages
Return of Capital
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
6 messages
ACLLY spin off from ABB
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?
2 messages
Schwab approved, testing begins
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 . ...
8 messages
To whom it may concerned. Please remove my address from the mailing list Thank you Sent from my iPad
1 message
open software
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 ...
4 messages
Schwab approved, testing begins
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 <> Date: 10/20/22 10:39 AM (GMT-06:00) To: Subject: Re: [club_cafe] Schwab approved, testing begins Hi Nancy, Penny, ...
1 message
[ #251183] [club_cafe] Schwab approved, testing begins
Thanks for volunteering, Sarah. We appreciate it! But this beta only involves Schwab accounts, not TD Ameritrade. Becky Kruse bivio
1 message
Cost basis of stocks held
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 ...
3 messages
Status of Schwab Sync
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 ...
10 messages
Corrected 1099 received
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 ...
1 message
Record Keeping
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!
4 messages
Annual request for Bivio to add features
This is my annual request for Bivio to add features: - Monthly report showing the dollar amount and percentage change of each stock (the single-most requested feature from our club's members for the last ten years) - More detailed reporting with more options - Rather ...
40 messages
Scared of market - how to respond
I have a friend who is freaking out about her losses in her investment accounts. She "saved" $15,000 into her accounts this year but the value has gone down by more than $40,000. She's lamenting about her "lost" money and all the things she could ...
7 messages
Tax rules around partner withdrawal
Starting this as a separate thread and directing to Ira with an ask to help educate me on this. The topic of "give them unappreciated shares" vs "sell when we don't want to have a gain" comes up often here. I do not understand how ...
8 messages