CAH spun off CFN (CareFusion) a few days ago, which is reflected in my Ameritrade account. Anyone know why bivio hasn't recognized or posted this transaction yet?
My club owns Marvel Entertainment Inc (MVL) stock. Does anyone know how long it typically takes for us to receive the money and Disney stock from the sell or where I can get that information? John ABODI Investment Club
Our club "going for Baruch" has a -34.8% return for General electric stock. When I divide the the cost basis by the market value, I get 56%. I must be doing something wrong. Can you help?
Former Treasurer entered a member withdrawal on 7/12/09 which included a withdrawal fee and cash. This was recorded under the Name of the Member in Transactions. The valuation date was set correctly per our club partnership agreement. After the Member Withdrawal was executed in this ...
I was wondering how and if we needed to update the partnership agreement after a founding member was completely withdrawn from the club? We will also be having some new members enter the club this year, from reading so far we can take care of ...
How do I enter covered call transactions on Bivio? I try entering the option portion as a sale, but it won't let me, saying that I am selling something I don't own. Is there another way to enter the transaction?
I made the mistake of writing a total withdrawal check for a family of four who were all members. The bivio accouting program is not allowing me to break up the withdrawal check into individual members. What can I do and what about tax time?
I think our club will be disbanding at our next meeting and wanted to get some answers to some questions in preparation. I have read a few postings related to this and now understand that we need to file a tax return within 90 days ...
We have one member of our club that would like to pull some of his money out of the club. He does not want to fully withdraw from the club. We have enough cash to pay out the amount he has requested. What is the ...
I entered a member for her first deposit and didn't hav e the information to finish her data form. later i came back and entered her again, accidentally. now when i delete the double the software wants me to finish the 'withdarawl' in terms of ...
I would like to see you add Firstrade to the accountsync format. Since we now pay for accountsync because club accounjting was discontinued, we cannot utilize the accountsync services. Changing traders is an option, but as a younger club we have not yet hit the ...
Our club is wanting to change brokerage companies. we are tired of not being able to purchase the penny stocks that we would like to purchase just because share builders doesn't trade it. I would like to know what companies you guys use for penny ...
We have 9 members in our club, and split the $99 Bivio subscription (11 $/ea). I paid for it personally, then took up a collection of 11$/person at the last meeting. When I entered a $99 expense, Bivio subtracted $99 from our cash. I remember ...