We own BP as a direct investment instead of thru a brokerage account. We normally have one of our members send in a deposit directly to BP. Until this month. We got a letter saying due to the new regs, they cannot accecpt " personal ...
Hello, I'm trying to determine how we should account for yearly membership fees each club member pays yearly using Bivio. Should we be entering these fees (fees/payments) into Bivio or should we just let the funds sit in our club back account? Any help would ...
Good Morning everyone, I know some of you are interested in knowing how you can set things up so your members can send their payments directly in to your brokerages either by mailing a check or by using online bill pay from their personal bank ...
This has probably been addressed before but I can't remember since I wasn't worried about it at the time. Anyway we have members that are a father and son. The father is leaving the club and wants to transfer all of his shares to his ...
We feel that some members are using club membership as a savings account and are withdrawing for spurious reasons. Our bylaws say a member may withdraw at any time and receive 95% of their valuation less expenses. Any ideas? What do other clubs do?
Hello, I have a question regarding the participacion of a FOREIGN NON US CITIZEN in my Investment Club, how should we handle this? any tips? regards Tomas
March 9 was my investment club meeting. It was also the 1 year anniversary of the recent extreme low point in the stock market. At my club meetings we always take a look at the bivio Performance Benchmark Report to see how our IRR for ...
The recent posts about the difficulty with investment clubs owning MLPs at tax time has been invaluable. I think there was a much earlier posting that indicated REITS could be as troublesome at tax time as MLPs. Since we have several REITs on our watch ...
Happy St. Patricks Day! In our community that means a discussion of Irish stocks. Join Mark Robertson from ManifestInvesting as he and Irishman Hugh McManus discuss a portfolio of Irish companies tonight during the monthly bivio/ManifestInvesting Dashboard Diagnostics series. It's at 8PM ET (7PM CT, ...
Our fund is interested in investing IRA assets but have never done so before. Our LLC operating aggreement has provisions that accomadate IRA's but we have never attempted to contact a willing custodian to act as a limited member. Are there any clubs that currently ...
I hope you all have your calendars marked and are planning to attend our Birthday Contest Online Awards Ceremony this Tuesday, March 23 at 9PM ET (8PM CT, 7PM MT, 6PM PT) Attendees are coming from all over North America. Designers have been busy creating ...
I have members in the State of NJ and NY. Does the club need to provide State Partnership Return for each state. The Bivio only generates NJ State return. Thanks for you help,
I entered a social security number in error. How do I go about editing this? We switched brokerage firms to Scottrade. I do not know how to make that change.