Do any of you have stock with Computershare. Every time I want to do anything they require a Silver Medallion. I have eight stocks with them; however, the previous person did not add the words "A Partnership" when she purchased three stocks. So I can ...
Hi all, There have been some good discussions lately on this list.A Thanks to all who jump in and contribute.A It is very valuable to have this method for clubs to talk with other clubs about their experiences. For any who are new,A please take ...
Are there any other investments clubs out there using a Fidelity brokerage account? We are a newly formed club and have just opened an investment club account with Fidelity. I'm having difficulty getting consistent answers from Fidelity about how deposits can be made. All of ...
So, we had Account Sync working under Scottrade, but it hasn't worked for us since the buyout. I have verified that i can manually log in to Ameritrade with account number and password, but putting that same information in the "Missing Brokerage Information" is unsuccessful. ...
Everyone received cash instead of shares. Had to have 186 (I think) of GE stock. Original Message From: john paul via bivio.com <user*22112000001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Sat, Mar 16, 2019 2:34 pm Subject: Re: [club_cafe] Re: Wabtec / GE stock split No I never ...
How do we account for the Wabtec/GE deal, where GE merged its transportation business with Wabtec. Our club received shares of WAB, and I want to record the transaction properly.
LAURIE, I received a settlement check from Rino Intl. Corp. for $18.13. a company we owned back in 2010. I deposited the check into our TD Ameritrade Account. It's not a member payment, interest, or dividend I setup a Cash Account, but it only accepts ...
Forwarded message From: Don Scoville < dcscoville10@gmail.com > Date: Fri, Mar 1, 2019 at 6:12 PM Subject: Club Portfolio To: bivio Customer < support@bivio.com > Note: Do you have knowledge of a club doing a portfolio 100% of ETF's
When completing Bivio tax audit it requests the ex-dividend date for the stock, but our stock Fanuy reports the ex-dividend date as N/A. Bivio will not accept this nor the date left blank. We entered the rec date and a pay date. Is this sufficient? ...
Laurie I have stock sales that are not showing on the Bivio list of Capital gains and losses so that my 1099B does not match. The sales did occur, and I have tracked them to the transaction that is on Bivio. In both cases they ...
We Own SDPR and ETF which had an EX dividend date on 12-24-18, but did not pay until 01-31-19. The dividend is listed on the Consolidated 1099 from our Broker TD Ameritrade. Bivio will not accept my adding a new dividend during the tax checking ...
Has anyone figured out how to correctly input the merger into the Bivio tax system for it to account for the merger properly? There should be capital gains on the cash part of the merger, I think, that is not coming up on my tax ...
Roland our Treasuer did our taxes already. In Mass so I would have to assume she used it. Ludy Original Message From: Roland M. Barrett via bivio.com <user*15489300001@bivio.com> To: club_cafe <club_cafe@bivio.com> Sent: Wed, Feb 27, 2019 1:59 pm Subject: RE: [club_cafe] NY and NJ State ...
For those who were waiting for the NJ and NY tax programs to be released they are now available. If you have already generated your Federal tax forms, just go through the tax interview to generate them. Just a reminder that if your club is ...
Hi Leslie: This is from last year. I have attached your 2018 form 65 from the OR website. On Sunday, February 25, 2018 12:32 PM, Carolyn Louie via bivio.com <user*1721500001@bivio.com> wrote: ira smilovitz on 02/22/2016 You are required to file Form 65 if you have ...