Our club owned 40 shares of Harrah's stock. The company was bought by a private equity firm at the end of Jan 2008. This transaction was recorded as a "merger" in our investment company's log with 3,600 ($90/share). This was recorded on 1/29/08. However a ...
In a message dated 04/08/08 11:59:36 A.M. Eastern Daylight Time, foxmoor@bivio.com writes: We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to ...
We have a member withdrawing and I'm following the One Minute Treasurer notes on how to do that. Things were rocketing along until I came to this field, "Account: The account used to fund the cash portion of the withdrawal" field. What displays underneath is ...
We are considering changing brokerage firms and would like to have some recommendations from other clubs who have had positive experiences. We are concerned about efficient handling of transactions and halpful and well-designed websites for research. Thanks for your help. WI$E WOMEN Investment Club
In a message dated 04/07/08 8:59:19 P.M. Eastern Daylight Time, colinmiller2@bivio.com writes: What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? The program doesn't ...
What happens if a Member doesn't input their address or social security number? Is Bivio still able to complete the tax forms? Will they get sent to the club's administrator? Thank you, Colin
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
We have had some difficulty with the services and website of our current brokerage firm. We would be interested to receive recommendations from other clubs and hear about positive experiences with brokers. Thanks for your help. WI$E WOMEN
Bivio generated forms 1065 (federal) and 565 (California) which matches the TD Ameritrade 1099. (can I do away with rounding errors?) Also, do I need to include some other docs or forms when I mail the 1065 to the IRS and 565 to CA franchise ...
We just add a letter signed by the new member stating that s/he has received a copy of the partnership agreement and agrees to its terms. When we modify the PA, we attach a page stating what the changes are and that it was adopted ...
I am in the process of forming a club but have four people who are going to join next year. When a new person joins does everyone have to resign the Partnership Agreement again or is there a way around it? We have a couple ...
I'm missing the basic info of where to file, and what documents are submitted with our California return. Bivio used to supply this with the old premium service. They may still - I just can't find it. Does it go to Franchise Tax Board, PO ...
Did anyone have the CBH/TD Merger get handled properly by Account Sync? We use ScottTrade, it came over as: Sold our shares for the $10.50 in cash No new shares of TD (should be 20) in our account. John