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
Corecard cost basis
Anyone else having trouble reconciling cost basis for Corecard with many different sized lots sold? Let's say we sold 200 shares of Corecard, bivio had numbers of shares being sold at 34, 7, 6 15 etc. TDA has shares sold at 40, 75 etc. I ...
3 messages
Schwab / Yodlee - Updating Credentials
We use Schwab as our broker and updated to the Yodlee service as instructed last July. We're now seeing an alert that we need to update our AccountSync, but when I went in to do it, I'm seeing a popup from Schwab (edited screenshot attached) ...
5 messages
Manifest Subscription
Just received an email form Mark Robertson. Our subscription has been renewed until 4-2-23. Anna
1 message
Yahoo/AOL email issues
If your mail is going through (this includes ), messages from yourA clubs and Club Cafe are being "temporarily deferred" by Yahoo. We are working with our new ISP and Yahoo to resolve this issue. Cheers, Rob
1 message
Server migration complete
We have migrated away from the problematic ISP to one that should be more reliable. Cheers, Rob
2 messages
Network outage 4/22/22 11:12-12:00 MDT
We had a network outage for 48 minutes.A We apologize for this error and any inconvenience it may have caused. Rob
1 message
System Maintenance 4/24 9a-1p MDT
We will be migrating to a new server on Sunday 4/24 from 9:00 am to 1:00 pm.A The system will be unavailable during this period. Thank you for your understanding. Cheers, Rob
1 message
Heads Up If You Own AL or BGS
Many of your clubs own AL and/or BGS. Just a heads up that there have been late reclassifications to their dividends.A Many clubs are now receiving revised 1099's to show that. You'll need to make these reclassifications to properly report your taxes and adjust the ...
28 messages
NJ electronic filing
Has anyone been successful in filing online with NJ? What's the secret? Bernie W
11 messages
It's TIme
A little over 14 years ago, I started working for bivio.A Today I am moving on.A It's time to retire. The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the ...
71 messages
Visiting a club
Hello - I am a chapter volunteer and will be visiting a club soon. They want information about investing in crypto currency. My question is: can club accounting handle an investment in crypto currency or an ETF that focuses in this area? Thanks - Barry
2 messages
System Maintenance 4/10 9a-12p MDT
We will be moving to a more reliable service provider on Sunday 4/10/22 from 9 am to 12 pm MDT. This maintenance window is to cover problems. The actual downtime shouldA be less than an hour. If you have any questions, please contact ...
2 messages