I just received a withdrawal request from a club member, and before I process it in accordance with our agreement, I want to be sure it won't mess up the year end tax computation. I would be writing the withdrawal check the first week in ...
It's nearing tax time and i'm trying to remember how this works. i pay club dues and that includes tax download? is that right? i'v e received no notices other than my Better Investimg renewal notices for member ship there . does my beterr investing ...
bivio is happy to announce we are now compatible with all ICLUBcentral Club Accounting products. All you have to do is use CAO or CA3's export feature and import into bivio's one step import form. Now it is EVEN EASIER to get $50 off your ...
Hey, do you guys have any suggestions/ recommendations on a discount brokerage? We are currently using etrade and have had a good experience, but it'd be nice to have lower commissions. Thanks for any advice!
Is Georgia on the list for addition of state tax form? We are about to subscribe to Bivio, but sure would like to have that in addition to federal tax form.
I am the treasurer for an investment club which started this pass May. I have just read that the valuation date for member payments need to be on the same day each month. We have been using the transaction date as the valuation date for ...
Our broker deposited $18000 into our account by mistake. It showed 'transfer-check deposit'. The next day, they transferred it back out with 'deposit correction' shown. Do I show this on Bivio somehow or just delete? This was in our savings account and I used the ...
All, Our club is over six years old, and barring the recent horrors in the market, done reasonably well. We have used Scottrade throughout. There are two functions ST allows me to do within my personal account that they do not allow for the club: ...
On our monthly broker statement, one of our stocks was listed as "registration revoked". It is worthless. How do I enter that into our club accounting? Thanks, Jane
Our club uses Bivio online accounting and has a $50 per month minimum payment per member. In December one of our members had a total of $800 paid in for 2007 and it was deposited with the broker before December 31. He asked me during ...
Hello, When does Bivio update the market prices it uses? We have our meetings around 6pm CST and if I run a Valuation that eveneing, Bivio still uses the market close values from the day before. So we end up using Yahoo, etc. to get ...
A new member in our club is setting up our portfolio in Yahoo! She's going into bivio to look at the history of each of our current holdings of 7 stocks. She's trying to understand it, and I'm having trouble explaining particulars to her. Here ...