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 Everyone, Last night, at my investment club meeting, we had a fascinating presentation and discussion about managing our stock holdings using a portfolio-centric decision making process rather than a stock-centric one. I'm interested to hear your experiences on this subject. I have found that ...
When I backup/export my Bivio data there are two options available under Tools: - Compressed XML Zipped file - Plain XML When I select Plain, I get this message in addition to the data "This XML file does not appear to have any style information ...
Hi Everyone, I'm curious to hear peoples thoughts on options trading. Is it something your club does? Is it something you'd have an interest in learning more about? Laurie Frederiksen
Can anyone tell me exactly what data is backed up from Tools| Export on the Bivio Site? Is all data including the tax forms exported? Thanks Cherilyn J. Peay New Mexico
To Whom It May Concern " Please do not send messages because I am not a member of the bivio club cafe. Thanks, Amanda On Fri, 3/5/10, Jay Sternin <jsternin@bivio.com> wrote: From: Jay Sternin <jsternin@bivio.com> Subject: club_cafe: Mandatory Reorganization Fee To: club_cafe@bivio.com Date: Friday, March ...
To Whom It May Concern " Please do not send messages because I am not a member of the bivio club cafe. Thanks, Amanda On Fri, 3/5/10, iras1 <iras1@aol.com> wrote: From: iras1 <iras1@aol.com> Subject: Re: club_cafe: Mandatory Reorganization Fee To: "The Club Cafe" <club_cafe@bivio.com> Date: ...
To Whom It May Concern " Please do not send me messages because I am not a member of bivio club cafe. Thanks, Amanda On Fri, 3/5/10, Leo Cardillo <cardillo@bellatlantic.net> wrote: From: Leo Cardillo <cardillo@bellatlantic.net> Subject: RE: club_cafe: Mandatory Reorganization Fee To: "'The Club Cafe'" ...
The club taxes are completed and I need to send a cover letter explaining E*Trade's reporting under the wrong number. Calls and letters providing the correct TIN to E*Trade failed because the account was closed. I talked to the IRS for advice and the person ...
As part of the recent PBG / PEP merger, TD charged us a $20 "Mandatory Reorganization Fee" which they apparently charge when there's a merger or other acquisition type of activity. (It's in their laundry list of "Brokerage Rates and Fees". Two questions: 1. How ...
Original Message From: "Wayne Pisanchyn" <waynej3@bivio.com> To: "club cafe" <club_cafe@bivio.com> Cc: waynej3@epix.net Sent: Thursday, March 4, 2010 1:35:29 PM GMT -05:00 US/Canada Eastern Subject: club_cafe: account balance Wayne if you have a cash balance interest is paid on a daily basis. Bivio will include the ...
I haven't seen this question before. I have successfully completed the taxes for my club and it is now time to print and file them. Do I have to print page 2 of each K1? This is the page with the codes on it. It ...
This is the first year I am treasurer for our club. We use Ameritrade for our trading. I noticed that the cash account balance in Bivio for Ameritrade is a different amount than the money market balance in Ameritrade. What can cause this? Can it ...
Hi folks, I know there are a lot of BetterInvesting members who populate this board. If any of you live in the BI NC Triad Chapter region, I would like to personally invite you to join me on March 27th in Greensboro, NC for their ...
Hello, Our bank charged us a $ 10 service fee that they credited back to us. The problem is that bivio is classifying it as Income which it really is not. This in turn is showing up in the tax return as income. I have ...