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Bank of the Ozark Settlement
Fellow Treasurers, I recently received a letter concerning the settlement and allocation some fees concerning Bank of the Ozark (OZK). Here is a new article from Arkansas on the settlement. https://www.arkansasbusiness.com/article/140678/bank-ozk-agrees-to-pay-45m-to-settle-claims-it-misled-investors Our club owned OZK for just over a year (from spring of 2017 to ...
4 messages
bivio Support
Is there another email that I can use to reach bivio support? I used to contact Laurie through support@bivio.com but I haven't received any communication back from that email since last Friday. Thanks for any help!
3 messages
Save $100+ on your Bivio subscription
Hi Everyone, We have doubled the amount we pay you for club referrals. Now you can earn a $100 credit on your next Bivio subscription for each club you refer to Bivio. Please visit our Bivio Bucks page to learn more about how you can ...
6 messages
Expense Recording in Bivio
I had always thought expenses are recorded by reducing the number of units in each member's account. However, when taking a closer at our records, this does not appear to be the case. Whenever we've entered an expense, it appears that the overall unit value ...
4 messages
2021 Massachusetts partnership return
Does anyone out there know how to e-file the Massachusetts partnership return for 2021? I have been trying to get an answer from the state for months and then quickly running out of time
5 messages
Disbanding Payout or Stock
We are going to disband soon. Can some members take stock only and some take their cash value? Or does everyone have to do the same thing when we close the club? If you know for sure please let me know!
4 messages
Disbanding
Can someone direct me to any articles or info on the benefits and negatives of transferring stock vs. selling the entire club portfolio and distributing the proceeds. I've gone back through the posts and didn't find one that actually explained that. I appreciate your help! ...
2 messages
Multi-Factor Authentication (also called Two-Factor Authentication)
Hi Rob, thanks for your prompt response on Multi-factor Authentication! The concern that I have is if anyone has my Bivio login ID and password, they can access all data that I have access to. Once in, its relatively easy to locate a user's personal ...
6 messages
Subscription
Please remove me from the club_cafe emails. Thank you Sent from my iPad
2 messages
Non-Profit Bivio
Hi All, Bivio is a small, owner-operated company. Paul and I would like to move to a model where the community would be more involved in running Bivio. We are big advocates of open source software for this reason. Much of the software behindA bivio.com ...
41 messages
Possible Sync Issues with Merrill Lynch
Hello, Over the last month or so, there has been a discrepancy between the amount of cash on hand in our account with Merrill Lynch according to our Bivio reports when compared to the reports from Merrill Lynch. I've written notes to Bivio Support but ...
2 messages
Schwab AccountSync status
Hi All, Schwab is a very large company, and Bivio is a very tiny company. We cannot pay them to make our application go faster. (I already asked.) We have implemented everything on our end. We have filled out various forms they required. We have ...
3 messages
New Member Question - Examples of Stock Study Presentations
Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you.
25 messages
Meeting venue
For those clubs having remote meetings - what program do you use to do that? Pros/cons? Any thoughts? We've been using Go to Meeting and it seems to be problematic. Kim Potter BI Brighton Model Club
9 messages
Info not up to date
Is there a problem with the software? It shows 6/21/22 for the stock prices. Please advise as i need current reports for tonights meeting. Thanks, Glenn
7 messages