Communications
club_cafe
HelpRegister
Good customer service
thank you especially Linda and Paul... we will review your responses and make a decision. Sent from Surface Pro From: Linda Sent: ‎Tuesday‎, ‎May‎ ‎13‎, ‎2014 ‎1‎:‎14‎ ‎AM To: club_cafe@bivio.com We use Fidelity. You can get them to give you 50 free trades and then ...
1 message
Good customer service
Our club has decided to switch from TD Ameritrade. WE are looking at Fidelity. I was wondering if anyone uses Fidelity and what has been your experience... especially customer service when there is a problem. Thanks in advance Sent from Surface Pro
5 messages
AccountSync Brokers
Hi Judy, Here is the list of AccountSync brokers.A We can import their transactions automatically: AccountSync Brokers Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the ...
3 messages
Handling Late Payments
During last nights webinar, one of the participants asked about charging penalties when someone was late with their club contributions. Do any of you have any advice/experience you could share with her? How does your club handle late member payments?A Have you found your methods ...
24 messages
GOOG SPLIT
bivio is showing a "Return of capital, GOOGLE INC CL A (GOOGL) Spin-off" in our broker account. Our broker account does not match that. We did not receive capital in the split. Can you explain this please?
11 messages
stock splits ( GOOG )( GOOGL ) 2 for 1
note: will account sync take care of this entry
10 messages
Gift of Club Units
Is it possible to Gift(not sale) investment Club Units from one club member to another club member(within same club)? I am aware of annual gift limits of $13000 or so.. Any IRS forms or Club agreements to fill for such gifts?.. Thanks
4 messages
Throwback Thursday #TBT
I was wondering why people started posting so many old photos on Facebook.A After some research I discovered I am totally out of it.A They are part of the new "Throwback Thursday" movement.A It is fun to see them. We don't have old bivio pictures ...
2 messages
Tax Season Decompression
Now that we've made it through tax season, it would be nice to hear some feedback from you all. Did the process go smoothly for your club? We changed the tax preparation page a little bit this year.A The intent was to try and give ...
10 messages
QPPR
From: Dave Rowekamp, Roundtable Investment Club, Winona, MN rowefam@ hbci.com How do we access the QPPR graphs from Bivio? Thank you. Sent from my iPhone
4 messages
Tax Season Decompression
Switching to Bivio was the best decision our club has made. Account Sync has made my job as treasurer so much easier and less time consuming. Once we got rid of all of our DRIP accounts, it takes only a few minutes each month to ...
1 message
Treasurer Training Sign Up Links
Hi Judy, I'm not sure exactly what it is that you didn't see.A (I suspect your phone "corrected" something in your message) But if you need the links to sign up for Treasurer Training, here they are: Part 1 - An Orientation To Investment Club ...
1 message
Treasurer Training
May is Treasurer Training Month! It's a great time for a new investment club treasurer to get started or for you existing treasurers to learn something new.A Even if you're not a club treasurer, your club will be stronger if each of you has some ...
1 message
GOOG or GOOGL
What are your thoughts about the advantages, disadvantages or the two classes of Google stock? Is one better to own over the other?
2 messages
Are You Measuring How Your Club Is Doing On a Regular Basis?
I just gave a fourth green smiley and another $30 in bivio bucks to a bivio club that has beat the market return for the past year by 15.6%.A A That is amazing. It means out of 51 different 1 year periods, they have beat ...
5 messages