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Puget Sound Investors Fair -- November 2007
You are invited to the Puget Sound Chapter Investors Fair in Bellevue Washington on November 16 & 17 2007 Twodays of classes, computer lab and company presentations Thirty classes by excellent instructors: for example Gary Ball, Bob Adams, Brian Lewis, Avi Horwitz, Jim Thomas Cy ...
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printing problem
I am trying to print a report, but the page comes out empty except for the the club name on top of the page and the bottom options ie. Return to the report list Download spreadsheet Get help Any ideas?? thanks in advance Alex
3 messages
club_cafe: Re: Investment Club Operations Handbook
In a message dated 10/28/2007 1:04:07 P.M. Eastern Daylight Time, nycpartners@bivio.com writes: Thanks, this is really helpful. In the latter scenario (club has cash on hand to fund withdrawal), how is that recorded on the K-1? Is it "sale of investment club unit"? Secondly, does ...
1 message
club_cafe: Investment Club Operations Handbook
In a message dated 10/28/2007 11:04:18 A.M. Eastern Daylight Time, nycpartners@bivio.com writes: I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to ...
3 messages
club_cafe: Investment Club Operations Handbook
I would think that would work as well. Ira Smilovitz In a message dated 10/28/2007 12:17:34 P.M. Eastern Daylight Time, danny.matthews@hotmail.com writes: Could a club have a signature line with a line to show the date signed by each individual member? Danny Matthews From: IraS1@aol.com ...
1 message
Investment Club Operations Handbook
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...
1 message
Investment Club Operations Handbook
I was reading the Investment Club Operations Handbook recently (BetterInvesting), and I was hoping someone could clarify two questions that I had: (1) When there is a new member admitted or change to the partnership agreement, how is the agreement actually revised - meaning do ...
1 message
Options update
Jackie M. the options in our account is not updating Richard Simmering
1 message
club_cafe: Account Sync
In a message dated 10/23/2007 4:14:36 P.M. Eastern Daylight Time, berniejugilbert@bivio.com writes: I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can ...
2 messages
Account Sync
I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can access my etrade account on etrade.com. Please advise.
1 message
Account Sync
I am trying to enter my etrade info -- to connect with bivio. I have been unsuccessful -- I know I am using the correct User name and password -- because I can access my etrade account on etrade.com. Please advise.
1 message
Transactions
The transactions for one stock with dividends reinvested in additional shares would be 4 quarterly dividends received plus 4 quarterly dividend purchasing aditional stock. This would be a total of 8 transactions. How many transactions would it be if the dividends went directly to the ...
2 messages
Transactions
Our bivio site shows 340/400 transactions. Transactions I understand relate to financial transactions only and not files & messages. What does the 400 refer to and what happens when it is reached? Ray Marchand
2 messages
Account Sync
We have been using the penny method of individual deposit amounts for 3 months now, and bivio still does not recognize the uniqueness of the deposit and automatically assign the transaction to a person. That's my understanding of what was to happen. I have to ...
3 messages
UNUBSCRIBE
Please remove me..Thanks
1 message