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 ...
In a message dated 11/4/2007 7:03:33 P.M. Eastern Standard Time, garbagecop@gmail.com writes: > a) Is this legal ? No! Not if you don't have a Series 7 license and approval from the SEC. Not necessarily so. There are some exclusions based on number of investors ...
In a message dated 11/4/2007 5:06:53 P.M. Eastern Standard Time, shawnthemayor@bivio.com writes: My friends and family constantly ask me for investment advice and stock tips. The investments I have made for them have done allright. So they keep coming back for more =) I dont ...
Hello all, My friends and family constantly ask me for investment advice and stock tips. The investments I have made for them have done allright. So they keep coming back for more =) I dont mind helping but I was looking for a way to ...
Our Bivio balance differs from our TD Ameritrade balance by a substantial amount. The difference appears to relate to our membership dues being counted twice. Can anyone help us correct this?
In a message dated 11/1/2007 2:34:37 P.M. Eastern Daylight Time, cgarbett@bivio.com writes: Our Bivio balance differs from our TD Ameritrade balance by a substantial amount. The difference appears to relate to our membership dues being counted twice. Can anyone help us correct this? If you ...
I see you didn't replace the missing slide between pages 40 and 41. (If you read the notes, the omission will be obvious.) Ira Smilovitz In a message dated 10/31/2007 4:11:39 P.M. Eastern Daylight Time, dobbs@bivio.com writes: Hi Everyone. I've uploaded a slightly modified version ...
Hi Everyone. I've uploaded a slightly modified version of The One Minute Treasurer slides and notes here: https://www.bivio.com/club_cafe/files/TheOneMinuteTreasurer.pdf This version hopefully makes the Penny Payments trick more clear and also fixes a few pages where the notes ran off the end of the page. Enjoy! ...
The latest valuation statement of 10/29/07 has incorrect balances in the Bank and TDAmeritrade accounts. The bank balance should be $27.02. The TDAmeritrade balance is $11.67. I may be incorrectly entering member dues payments which could be contributing to the problem. When I send the ...