Hi everyone.. I am looking forward to becoming part of the bivio team. I have recently formed an LLC that as part of the process.. I needed to provide a list of members.. Same thing with opening the ic brokerage account.. my question is this ...
Lynn's response was far from trite and useless. In most state's there are other requirements for LLCs other than having a written operating agreement. You often have to pay annual registration fees to the state, in some cases as much as $800/year. LLC's often have ...
Enter the stock dividend as a 1.05:1 split. Then enter a sale of the fractional shares received for $4.42. Ira Smilovitz In a message dated 06/15/2008 8:44:37 A.M. Eastern Daylight Time, wecanpp@bivio.com writes: I need some help recording a stock dividend. We received 5 additional ...
I need some help recording a stock dividend. We received 5 additional shares of Valley National Bank at no cost. As part of the same transaction, we received $4.42 as cash in lieu. I would appreciate any guidance. Thanks so much.
AccountSync should pick up the fractional share sale, but the transaction may be delayed by a day or two. If not, just enter it as an ordinary sale of 0.xxx shares for $y.yy. You can leave the commission amount as $0. Make sure that your ...
I made an error and sold the wrong stock. I bought it back the next day, but the wash rule is in effect. Does Bivio automatically take this into account at tax time or is this a manual adjustment? Thanks.
we sold chico's and washington mutual and have fractional shares. broker sold them and i'm not sure i'm entering them correctly. i went to Investments, hit Sold, filled in the amounts, unable to fill all the squares because broker just gave us a special deal. ...
I am considering toolkit 5. does it work separately from bivio? does it work with bivio? what do people think of this product? how will it help me most? Deannie
OK. No help with toolkit 5, how 'bout the annual self audit. I have done it each year but i don't have a good method. anyone have a system that qualifies as proper accounting? Deannie
Our club wants to add a person but we do not know the proper way to inform our broker, TD Ameritrade. I have emailed and called TD a few times but have been given different answers. Please let me know what you have done to ...
Our Investment Club, Pyramid 350, according to Bivio calculations, has a posted annualized rate of return (IRR) of 18.1% since 12/31/2006. Where does this performance rank us among other investment clubs? Within the Bivio monitored clubs, what is the average and what is the highest ...
You don't need to add them to your account. As long as TD Ameritrade has the names of the one or two people who will be placing orders, that's all they need. Ira Smilovitz In a message dated 05/31/2008 12:12:09 A.M. Eastern Daylight Time, ricej1969@bivio.com ...