How do you show message threads by topic in the new arrangement ? I will admit that the new files area is different but am not sure how it is an improvement. Can someone explain ? Roy Williams
On Thu, Mar 17, 2011 at 7:48 PM, Lawrence Adams < ladams70559@gmail.com > wrote: Laurie: When I visited the site a few minutes ago, our club's Communications>Files page had changed completely. I wanted to add a new folder to it but could not find a ...
we have club members who, after years, stilll have not logged onto their bivio site. It has been so long since i did that i cannot remember how and cannot thell them. would you please take us through the steps of logging on to the ...
Hi Everyone, Just to let you know that we are doing some system upgrades so you might find brief periods when your bivio access is not available. You will notice some improvements in your mail and files area and you can look forward to more ...
As I was working through my tax issues this evening (thanks to Ira for all his help!) I discovered something that I wanted to run past the group. Have any of you filed your club name with your State's Division of Commericial and Corporate Code? ...
On Thu, Mar 3, 2011 at 2:18 PM, Janet Pope < janetpope@bivio.com > wrote: Our club is considering two investmetns that we want to be sure will not cause tax issues with our use of bivio software. could you tell me if REMX or GDXJ ...
You're invited to join us for the March Dashboard Diagnostics meeting as Mark Robertson reviews the portfolio of a fairly new club. He will have suggestions and ideas you can use if you are developing a portfolio, either within your club or for yourself. Even ...
We are a new club and use the penny payment system on our deposits with TD Ameritrade. Is there a way for bivio to automatically assign the deposit to the corresponding member or do I have to manually assign the deposits each month? Mike
Mark Robertson has just posted the latest "bivio dozen", 12 stocks which meet the Manifest Investing criteria for high quality and high projected return. He also has published a great article showing the thought process used to "Challenge" one of the older holdings and replace ...
Is there anyway to dissolve a club, divide any proceeds and do all the tax filing requirements before 1/01/2011? I have made the Distributions. I have only one member an officer. Can not delete the last member. How do I do the last tax report.
I am having trouble finding the link to the Manifest Investing special of $169/yr for a club membership for bivio clubs. I don't remember where I saw it. Was I dreaming? Is the special for new memberships only?
I'm sure that someone has the answer to this. We have account sync with Bivio and sales were recorded automatically. The amount received (proceeds) and the number of shares sold are correct. My question. The realized gain or (Loss) for these sales in Bivio doesn't ...
The value shown on our club's Form 1065 - Schedule L - Line 8(d) is different from the total cost basis shown on the Schedule L attachment which lists all of our club's holdings. Both forms were created directly by the Bivio tax program and ...
Our treasurer advised us that we are supposed to file our individual k-1's with our personal taxes. It is my understanding that the treasurer files the individual k-1's with the 1065 and CA 565. Who is supposed to send the individual k-1's to the tax ...