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 ...
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 ...
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 ...
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.
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
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
Hello Bivio cafe. I am (was) Sr Partner in an investing club which recently disbanded. Now we have formed an investing class for seniors. I am looking for content to put together a training session for advising seniors, some with lower incomes, whether to invest ...
Hello, hope you're doing fine? Just checking if you can assist on a favor. Just let me know if we can communicate via emailing. I left my phone at home! But do have computer to email you here. Baskar
Hey E*Trade clubs--good news! E*Trade is again allowing AccountSync to update all of the accounts. Thank you very much to those of you who contacted E*Trade's technical support team. We're continuing to work as fast as we can to update our AccountSync interface with Charles ...
Last month we had a partner take a Schwab IRA Distribution and he meant to have it deposited to his checking account, but due to a clerical error on his part, the small $700 distribution went to our Partnership Investment Club account with Schwab. The ...
Becky can I have your phone number to give to Edward Jones IT DEPT? We really need to have our system repaired to accept account sync. My number is 530-340-2448. My first correspondence with Bivio and Edward Jones was May 4. It has been over ...
I've done a lousy job of keeping my own watch and neither club I have been in has done a very good job of maintaining one. The biggest issue I've had with watch lists is that there doesn't seem to be a clear appreciation of ...
Greetings all - As a new treasurer, I seek a Treasurer-geek (that's a full compliment) to engage in conversation to straighten out a mess that has been created trying to withdraw 3 members. The full withdrawal was performed. Then checks came in that needed to ...
For those of you affected by recent AccountSync issues, we really appreciate your patience as our technical staff continues working to smooth out broker issues after our recent switch to the new ISP. Here is an update for clubs with Charles Schwab accounts. When Schwab ...