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club_cafe: TD Ameritrade Update 6/12/07 TD Ameritrade update: I spoke to a TD Ameritrade Tech Desk rep today. He comes from the TD Waterhouse side. He is not only aware of the problem, he TOTALLY GETS IT. He said TD Ameritrade is aware of this issue as well and ... Cathy R. Williams 1 message
TD Ameritrade Update 6/12/07 TD Ameritrade update: I spoke to a TD Ameritrade Tech Desk rep today. He comes from the TD Waterhouse side. He is not only aware of the problem, he TOTALLY GETS IT. He said TD Ameritrade is aware of this issue as well and ... Cathy R. Williams 1 message
Campaign for ticker symbols I use Quicken. I download statements from my Brokerage firm. I check quotes. I use some of the websites for graphs. I place Buy and Sell orders. In every instance, you had better know the ticker symbol. In Quicken and my brokerage statement my positions ... Joseph C Emmett 1 message
Member doesn't want to receive emails From what I see, there is no way to take a member off of the mailing list for the club without taking them offline. I have a member who doesn't like receiving email from the club because he is not very computer litterate and doesn't ... Micah Sampson 4 messages
Withdrawal valuation Hi, I just entered a partial withdrawal for one of our club members. We handled the partial withdrawal by transferring stocks to the member's account. On the Withdrawal form, I used the settlement date shown in our broker statement, and I entered the dollar figure ... Joseph Matthews 3 messages
Starting club in Canada We're starting an investment club in the Vancouver area. Any information from Canadian clubs using Bivio software would be most appreciated. Thanks Bob Bob Davidson 1 message
Stop Loss Does bivio have a screen that shows the stop loss orders on our stocks and can all our club members view it? Thank you for your reply, Roy Schnell Royal R. Schnell 2 messages
error in valuations I'm our club's treasurer two of our members left, and were paid out. Somehow during this process, our Bivio account is now off due to an error of mine their valuations were skewed due to my entering club dues on the wrong valuation date before ... Patricia Quick 2 messages
Guest to member I am having trouble making a guest of the club into a member on my site. Can somebody help me through the process of getting his info in like all the other members?? Thanks La Mig Frederick G. Vetter 2 messages
club_cafe: Use of the "Fee " category for expenses What Rip says! <g> Ira Smilovitz See what's free at AOL.com . IraS1 2 messages
Use of the "Fee " category for expenses Hi all, we held a Xmas party, the club paid $500 and asked members to reimburse $50 each (10 members), which is all completed.. I put the party down as a $500 non-deductable expense, and then used the "fee" category for each member who paid ... Mike Taylor 2 messages
Log in I can no longer log in to my Club account.. I am the administrator..who can help me Becki Rebecca P. Caddell 2 messages
Short Tax Year vs. Bivio subscription Our club recently voted to dissolve. Distribution of member account balances is set to occur within the next week or so. Our Bivio subscription expires on June 8, 2007. Obviously, we do not plan to re-subscribe. Will our club still receive our final 1065 and ... Brian Dunfee 2 messages
SSG proficiency expectations? Hello all, I am new to club cafe and have read some of the emails already. I'm hoping to get some additional thoughts on an issue that is plaguing my investment club from those of you who are also in NAIC based clubs. My club ... Michelle Smith 1 message
SSG timelines? Hello all, I am new to club cafe and have read some of the emails already. I'm hoping to get some additional thoughts on an issue that is plaguing my investment club from those of you who are also in NAIC based clubs. My club ... Michelle Smith 9 messages