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Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
Where do I send the check? 2nd request I am again requesting the address to which my monthly checque should be sent. I don't want to penalised for not sending it quickly enough. Should it be sent to Matt Brown? Ian Ian Tang 1 message
direct ACH Our broker will not offer direct ACH and we waste precious time waiting on snail mail to deliver a check. what online brokers are more investment club friendly than that ? if they offer one perk, do they take away another. for instance , our ... Deannie Rule 7 messages
How to Create a Website Link in Files? Through my Bivio site, how do I get links to other websites to post in Files? Example, I want a link to http://moneycentral.msn.com/home.asp as a Useful Link in our Club files? Ellen Burmester 2 messages
Not syncing mutual funds. Our TDAmeritrade account does not seem to be syncing mutual funds correctly w/ Bivio. Bivio is showing more shares than TD. How can this be corrected? Joel Olander 2 messages
How many state returns now? Rob, etal: How many states does bivio currently have on its roster for tax returns? Approximately how many more are coming this year? Thanks! I'm doing a little promoting at InvestEd and I want to be informed! Lynn O. Lynn Ostrem 2 messages
transferring units My husband and I belong to the same investment club. He passed away last month and I would like to transfer his units to my account. I know we cannot do this from one member to another but since we have a trust and there ... Marilyn Trytten 3 messages
AccountSync Help I bought the Active Partnership and Im currently having a problem with accountsync. Ive entered my brokerage info from Scottrade into Bivio, user/password and account number but for some reason it is not synching. Does anyone know what I can do to make this work. ... Matthew Martinez 2 messages
Mail What happens when the message board exceeds 100%. Will the oldest message(s) be automatically deleated? Ray Marchand Ray Marchand 2 messages
Steps to shut down and end a club It looks like our club has run its course and the members want to dissolve it. Are there any instructions or steps that I should take as treasurer to end it? Also, can we use the current bivio tax system to file a final return ... David Smith 4 messages
Delayed reporting I have noticed that recently the trades that were done at Ameritrade yesterday are not picked up by Bivio as they always have been. Trades that were done on Wednesday dont get picked up until Friday morning instead of Thursday. Kelly Family Trust 1 message
New brokerage firm We would like to receive some information from other clubs regarding recommendations for brokerage firms. We are thinking of making a change and would welcome your input. Thank you. Sharon H. WI$E Women Investment Clue Sharon Hotchkiss 2 messages
Corporate bonds question In bivio, how to enter a bond transaction. Alexander Vagus 1 message
club_cafe: Member Withdrawal In a message dated 04/08/08 11:59:36 A.M. Eastern Daylight Time, foxmoor@bivio.com writes: We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to ... IraS1 2 messages