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Thank YOu !!
and thank you, Rip, for setting my mind at ease over the "units' issue. deannie
1 message
odd unit adjustments., looking back
hello i am preparing my accounting for the annual audit. i watche dthe webinar receintly and have a new aware ness of what needs to be done. I was checking individual member accounts, for discrep]ancies in the paslt. each 12/31 there has been a unit ...
2 messages
odd unit adjustments., looking back
hello i am preparing my accounting for the annual audit. i watche dthe webinar receintly and have a new aware ness of what needs to be done. I was checking individual member accounts, for discrep]ancies in the paslt. each 12/31 there has been a unit ...
1 message
can't login to our club website
Hello, I am a member of Profs for Profit, an investment club organized in Iowa. I am unable to log in to my club's website. The system continually responds with a demo club, not my investment club. Do you have any ideas? Thank you, Paula ...
2 messages
Where is SSL encryption for bivio?
I don't see the option now for SSL encryption. With our modern computers and high speed connection, I believe that the default for SSL should be enabled. Even if you want to provide for older computers , I believe that SSL enabled should be the ...
11 messages
club_cafe: 1099 shows hidden income/charge
Hi, Just to be sure that I understand, I am assuming that this 'fee' did not appear on your December statement, but does appear on your January statement. Is that right. If so, I would enter the amount as a deductible expense as of 12/31/09. ...
3 messages
Club Taxes
Anyone know when we will be able to do the club taxes with BIVIO or did I miss an e-mail?
5 messages
Merrill Lynch
Is there an interface with Merrill Lynch an Bivio?
2 messages
Building a club website
I am no expert in web design, or technology for that matter! <G> But I would like to comment on Ellen's recommendation for a blog. I visited each club blog she sited as examples, and both of them directed me to their respective websites, elsewhere. ...
3 messages
Webinars & building a club website
Our club is just starting with bivio, and I have 2 general questions: 1) I keep seeing webinars I'd like to join but they're always at the wrong time for me (like this Sunday when our first grandchild is visiting!). Are webinars ever posted where ...
6 messages
Club Audit
Hello WISERETTES, I didn't know if any of you participated in the BIVIO webinar today, regarding doing a club audit. It was very good. An audit is something we really should be doing each year for prior year, before filing taxes. The audit needs to ...
1 message
Dashboard Diagnostics with Mark Robertson
Mark Robertson has begun a new monthly series at bivio called Dashboard Diagnostics. He will be analyzing and discussing club portfolios. To request a public review of your club's portfolio, submit your story to Mark at expected_returns@bivio.com. Over the course of the coming year, he'll ...
2 messages
forgotten password
One of our club members has forgotten her password to get onto Bivio. How can she access the club's account again?
2 messages
Mission Statement
Does anyone have a club mission statement? I'd like to look at some of the wording to help us construct one for our family investment club. Thanks!
1 message
help
I listened to your audit seminar today and have a question. I became treasurer 1 1/2 years ago. At that time, a few of our stock shares didn't match exactly with the bivio stock shares. I was told by the outgoing treasurer that the small ...
2 messages