My investment club bought 60 shares of a stock on 10/17/07. Although our other club holdings' valuations are updated regularly, this new holding's valuation is locked into the 10/17/07 date and keeps the price at which we bought the stock instead of the current price. ...
Does anybody knows how to reinvite a member. Their email address was wrong during the first invite. They are a existing member but I need to invite them so they can log on for the first time. Thanks, Rob
Just a little confused. We are just starting our club. Our first meeting is this Thursday and I want to make sure I have all of the details in place. I have the Partnership agreement in place, the By-Laws all set, will be applying for ...
Between September 10 and October 8 our checking account SFCU (Schools Federal Credit Union) balance increased in the approximate amount of $374. Between 9/10, when our balance was 931.40 and 10/8 we only added $225.00 plus some interest amounts, but all of a sudden our ...
In a message dated 11/10/2007 10:32:47 P.M. Eastern Standard Time, paulsklyar@bivio.com writes: I recently joined bivio with my club and I've entered manually all the contributions for all 6 of my members they should be exactly the same with exclusion of the few $s in ...
I recently joined bivio with my club and I've entered manually all the contributions for all 6 of my members they should be exactly the same with exclusion of the few $s in fines, but now when i run member status report i am getting ...
Where can I find the date any of our stock was purchased? How do I go about finding an individual valuation statement? Where do I go to entere member deposits?
We're new to bivio, data was transferred from Accounting 3 as of the Sept. 30th month closing date. Just received notice of the first transaction entered automatically from Ameritrade into bivio. Is there any way the October entries can be automatically transferred, or do I ...
Our Bivio acct is never 100% in sync with Ameritrade. It seems that Ameritrade credits interest on the fly but the actual transaction only happens at the end of the month. This is my best guess at what's going on. Our Bivio e-mail use to ...
In a message dated 11/5/2007 6:03:04 P.M. Eastern Standard Time, sueklake@bivio.com writes: We are unable to import up to date data from our Club Accounting #3. When following the NCA Export directions we can only get to #5, there was no folder name or Application ...
We are unable to import up to date data from our Club Accounting #3. When following the NCA Export directions we can only get to #5, there was no folder name or Application Data or ICLUB Central folder.Also no Club Accounting folder or Club Data.mdb ...
We are supposed to have AccountSynch. But, although our stock buys from last month show on our TDAmeritrade statement, they have not yet shown up on our Bivio statement. What is the problem? And what must be done to fix it??
We are supposed to have AccountSynch. But, although our stock buys from last month show on our TDAmeritrade statement, they have not yet shown up on our Bivio statement. What is the problem? And what must be done to fix it??
In a message dated 11/5/2007 10:51:27 A.M. Eastern Standard Time, kwehinger@bivio.com writes: Hi there! We have a member withdrawing from our stock club, however when i look at our member report her stocks are priced at a higher amount than when she wrote her letter ...
Hi there! We have a member withdrawing from our stock club, however when i look at our member report her stocks are priced at a higher amount than when she wrote her letter of withdrawal. We requested a check from Scottrade in the amount of ...