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
investing advice to lower income seniors
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 ...
7 messages
Touching Base!
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
6 messages
AccountSync - E*Trade
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 ...
2 messages
Erroneous contribution from a partner
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 ...
4 messages
AccountSync - Edward Jones
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 ...
9 messages
Watch Lists
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 ...
2 messages
3 members have recently withdrawn
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 ...
6 messages
AccountSync - Charles Schwab
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 ...
1 message
REITs for investment clubs
Any clubs invest in REITs? Are there any problems with doing that? Especially at tax time? I know it's not a standard investment for us. Thanks Kim Potter BI Brighton Model Investment Club
15 messages
Bivio Support
Bivio Support does not answer my request for help in getting sync via yodlee with Schwab. Is it not working?
6 messages
Entering dividends manually in Bivio
Our club uses E*Trade as our broker and is one of those whose server is blocking Account syncing to Bivio. Yesterday, Friday, I sent a help request to Bivio but I haven't got a response yet. I want to be able to add our dividends ...
5 messages
Partial payout to club member
Hello, How does your club handle partial/full payouts of members? I am in an investment club that has been going since 2000. We feel our by-laws are well written but we need some help addressing a partial or full withdrawal of funds from the club. ...
7 messages
E*Trade & Edward Jones
If you are an E*Trade or Edward Jones customer, we need you to call their technical support desk and tell them this: Your OFX server is blocking our club's accountingA software when it tries to download trades from our account. Please whitelist 's IP ...
7 messages
Check Deposit
Hello , I received a refund check from Better Investing and using SuspenseA was ableA to get it into our bank account for our club. This resulted in a negative value in the Suspense account. When I tried to remove this value , it removes ...
6 messages