Greetings, For Clubs that have Fidelity as their brokerage, have you run into any problems transferring stocks/shares to individual partners accounts. For further clarity and an example, if a partner has a personal Schwab account, are you able to transfer shares to their personal account ...
I know there has been much discussion through the years regarding allowing a "Living Trust" as a partner and I agree with most of the comments in favor of allowing it in your partnership agreement. But, my one concern is that creditors can go after ...
Can someone give me guidance on how to enter the AZN transaction on 2/2/2026 when it delisted from the NASDAQ and then began trading on the NYSE with half the number of shares. Ken Kavula Mid-Michigan Chapter
Hello All, In your club, how are you managing members who are active (with funds), but not exactly participating in meetings, decisions, etc. We are a large club (50+ members) and want to understand what you follow. Just so that you know, our investment decisions ...
Hi all, Without warning, Fidelity has shut off access to their OFX server, which we use for AccountSync. As such, we are unable to automatically import data for Fidelity accounts at this time. We are working on the next steps required to regain access to ...
What should a partnership agreement, when following NAIC model, state as to the following topic? NAIC partnership agreement model for withdrawal due to death.
Justin: We cannot catch a break as Schwab could no longer service our needs and we love our Fidelity folks but now I see I cannot sync. What should I do while waiting for the fix to get our records "moved" from Schwab as our ...
Hello. Are there any good resource you can point me to that highlights as a club member what one cannot do in their personal accounts? I read wash sales is one area. Thank you (I admit I didnt google enough)
Hello All, We are a new investment club (in the forming) and are exploring which brokerage to go with. I love and use the ThinkOrSwim tool and have a personal account with both. I see a lot of discussion regarding this topic at bivio. Is ...
Wea€(TM)re excited to tell you about the upcoming bivio 2025 tax season webinars. A Register today for both webinars and invite your club members to join you. A Register here: https://www.bivio.com/club_cafe/home/Public/index.html The bivio Audit Party webinar will be Saturday, January 10, 2026 at 1 PM ...
Hey all -- wanted to get the group's perspective on how you're handling fractional shares. Do any of you automatically reinvest dividends (DRIP) through your brokerage and therefore receive fractional shares? If so, how are you reconciling those within Bivio? We've run into some challenges ...