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 ...
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.
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 ...
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. ...
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.
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$E Women Investment Clue
Our club is considering the purchase of Satyam Computer Services (SAY). One issue that came up in the discussion was what effect will owning an ADR have on accounting? My guess is that we will have to enter dividends differently to acount for foreign withholding ...
It looks like our club has run its course and the members want to dissolve it. Are there any instructions or steps that I should take as treasurer to end it? Also, can we use the current bivio tax system to file a final return ...
We have had some difficulty with our current brokerage account and would like to receive recommendations from other clubs regarding ease of transactions as well as use of website for research. Thanks. WI$W WOMEN Investment Club
Thank you so, so, much. Have a great day. Karen Hogan Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:29:07 AM Subject: Re: club_cafe: 2007 Tax assistance (help) As I say, you did record the sale for ...
No. However, I received a 1099 from TD Ameritrade for the transaction, how do I record it, when I can not enter the ticker? Original Message From: Rip West <ripwest@comcast.net> To: The Club Cafe <club_cafe@bivio.com> Sent: Tuesday, April 15, 2008 9:04:19 AM Subject: Re: club_cafe: ...