In a message dated 04/03/08 7:47:49 A.M. Eastern Daylight Time, prgeorge@bivio.com writes: Hello, This might be a stupid question considering I have been part of an Investment Club for three years. Better now than later. My friends and I run an Investment Club. We have ...
Hello, This might be a stupid question considering I have been part of an Investment Club for three years. Better now than later. My friends and I run an Investment Club. We have only made contributions since its inception in early 2005 and never taken ...
Hi, 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 ...
We own shares of Altria and the stock has had a spinnoff of shares of Phillip Morris International. I don't see any update of this transcation in our valuation report. Do I have to mannually enter the spinnoff or will it be updated automatically through ...
Yesterday we made two transactions in Scottrade, and both came over in duplicate through AccountSync. This seems odd, and has never happened before. Has anyone else seen this?
Hi, I created a club mid year last year so half of my stock gains will be from my personal scottrade account while the other half will be in the club. Does anyone know of the best way to handle this? I'm using Turbo Tax ...
4-1-08 - Our club recently initiated the penny payment system. This is working out great. One month one of the member's check for dues got lost in the mail to our brokerage. Is the Club responsible since the Club mailed the check? How should we ...
4-1-08 - Our club recently initiated the penny payment system. This is working out great. One month one of the member's check for dues got lost in the mail to our brokerage. Is the Club responsible since the Club mailed the check? How should we ...
We are inputting stocks as we buy them. We assuemde that bivio would update price changes. Is this something we have to do manually? Thanks for your assistance. Johnny
Hello, How to change the current price/share in the valuation report? Since the current price /share in the TD Ameritarde does not agree with Bivio for the BRKB stock. Thanks Baskar
The system will be down for maintenance starting tonight (3/29/08) at 9p till the morning. We apologize for the short notice. Cheers, Rob Nagler bivio Inc.
I haven't been able to find a copy of the form to review, but I suspect that you do not have to file it because you are not operating a business. I would try to contact someone from the NY Chapter of BI and ask ...
What form? Ira Smilovitz In a message dated 03/26/08 1:14:12 P.M. Eastern Daylight Time, mjgreenberger@bivio.com writes: I am having some issues starting our investment club in NY as a partnership. One issue is that the form needs to be notarized with all members there. There ...
Member paid $25 for Better Investing Magazine. Treasurer entered money under "Suspense" in December 2007. Treasurer sent check to Better Investing Jan 2008 and entered it as an expense from the Bank Account. Problem is Member is now credited with $25 more than our other ...