Why do you think they are not qualified dividends? Ira Smilovitz In a message dated 08/19/2008 11:48:36 P.M. Eastern Daylight Time, marilynet@bivio.com writes: I entered Schlumberge as qualify dividends. This is not correct so I went in and deleted the entries ( three since January ...
I entered Schlumberge as qualify dividends. This is not correct so I went in and deleted the entries ( three since January ) and re-entered them as dividends. However they again showed up as qualify dividends in the reports. How do I remove these three ...
We do not allow any vote other than at a face-to-face meeting. Obviously, an online club would have other arrangements. The key is that you must follow the language of your partnership agreement. If it doesn't suit your needs, amend it. Ira Smilovitz In a ...
From time to time stock supervisors in our club request email votes to sell or buy. The problem is that it is hard to get a majority of members to respond. We are considering a by-law change that would permit us to go with the ...
When Bivio informs the club of a dividend payment. Is the X-Dividend date automatically pickup by the program or must the finance officer go to the transaction do a look up and then enter to assure the program registers the dividend as a qualified dividend.
My club is dissolving and we've decided to transfer each members share of the securities to there individual brokerage accounts. My question is how do we determine who gets what? Do we just initiate a withdrawal action for each member? Not everyone in the club ...
Unfortunately, due to lack of member interest, we are dissolving our club. Each member has a personal brokerage account to which we want to transfer their share of the portfolio. The question is how do we determine number of shares of each stock should be ...
We're a new club, 9 months and as per our clubs by-laws, any member who becomes delinquent in their responsibilities will be terminated and forfeit their contributions. This has occurred and I'm having difficulty deleting the former member from the system. What I'm trying to ...
There is no protocol. Your club, and/or its members as individuals, should do what they think appropriate. If the club decides to send flowers as a club expense, make sure to enter it as a nondeductible expense. Ira Smilovitz In a message dated 08/06/2008 12:26:36 ...
Within the past two weeks our Pyramid 350 Investment Club has lost 2 very long term past valued members. Approximately 80% of current club members knew and had worked with our deceased former members. In regards to flowers and memorials, what is normal protocol? One ...
Your best choice is to direct this question to bivio's support staff. However, I can tell you that AccountSync only works going forward. Ira Smilovitz In a message dated 07/30/2008 9:45:26 P.M. Eastern Daylight Time, lindawoo@bivio.com writes: I just signed up for bivio and set-up ...
I just signed up for bivio and set-up the account sync to our broker account with Ameritrade, but the only transactions that were imported were the ones my club made after we signed up for bivio. We have had our account with Ameritrade for five ...
Obviously, you're seeing one of the disadvantages of trying to keep all members equal. It doesn't always work as planned. Not to mention that it will get more and more difficult to find new members who can afford such a large initial investment. But to ...
Our club's bylaws have consitently said that all members will have an equal share in the club, and to-date we have kept that philosophy. We added three new members (July 25), and in an effort to keep their shares and investment in line with the ...
In our TK5 program as well as investment websites such as Vanguard, they offer a report/graph that shows the portfolio value vs. cost over a period of time. We used to use this graph to help track our performance over time. Does Bivio offer a ...