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 ...
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. ...
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 bivio.com 's IP ...
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 ...
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 ...
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) ...
If your mail is going through yahoo.com (this includes aol.com ), 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
We will be migrating bivio.com 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
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 ...
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 ...