AccountSync and Fidelity
It appears that as of late last week, Fidelity has shut off access to their transaction data for all sites using the interface we used to get it. To address the issue,A we will be working on a new Fidelity access via Yodlee such as ...
1 message
Bivio access to Fidelity
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do ...
13 messages
New Tax Reporting for Investments in Foreign Companies
If your club has any investmentsA in foreign owned companies or ETFa€(TM)s or mutual funds which are invested in foreign companies,A you may have expanded tax reporting youa€(TM)ll need to do starting with your 2021 taxes.A We are working to include this in our 2021 ...
5 messages
1099INT/DIVreview page
Hello : I do not get the page Laurie states in her memo of yesterday for checking new tax reporting for foreign companies. What am I doing wrong ? Richard
3 messages
Stock update
Good morning, i can't get Valuation for 11/18/21. I s it me?
3 messages
Question Regarding Club Address
Hello, We are a 2 person investment club formed as a general partnership in PA. The club is domiciled at the one partner's current residence in PA, however, as of Jan 1, 2022, this member will no longer reside in PA. To avoid the mess ...
2 messages
ETF holdings ...
Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great ...
4 messages
Housing related stocks
I'm wondering what the Bivio crew is thinking about the housing industry. Inflation is rising which means housing financing and materials are going up in price. This will likely lower demand. On the other hand, there still seems to be quite a backlog.
2 messages
Fedelity Bond Coverage
Our model club recently received an email from Clifford Trent, Director of Operations with BetterInvesting. The subject was Fidelity Bond Coverage. Fidelity Bond Insurance covers theft of club funds by a BetterInvesting dues-paying club member in the BetterInvesting dues-paying club. Both the club and the ...
3 messages
Club mentoring
Have any chapters developed a club mentoring as apposed to club visit program? Are you willing to share the procedures? Virginia Cooper Golden West Chapter of BetterInvesting
1 message
VMWare Special Dividend
Those of you who held VMW on October 29, just received a nice fat juicy $27.40/share "Dividend" on November 1. Unfortunately, according to preliminary information released by the company,A they do not expect to have enough "earnings and profits" to cover the amount distributed so ...
1 message
Best Small Companies (2022): SELECTION SHOW
For the past couple of decades, our investing community has explored evolving, faster-growing companies during the Halloween season. This was originally based on Forbes 100 Best Small Companies -- a feature they discontinued (7) years ago. Ken Kavula and I decided to continue the effort ...
1 message
Change in Treasurer
Hello, Our investment club has recently elected a new Treasurer .A Do we need to inform the IRS by filling out form 8822-B ? Would appreciate your guidance on this. Thanks Roma Mayur
6 messages
Update on TDAmeritrade/Schwab Changes
Hi All, I decided to see if there was any further information on when TDAmeritrade accounts would be changing to Schwab accounts.A I found these FAQ's on the Schwab website: FAQ's From what I can see there,A it appears you may not see any changes ...
1 message
ETF Help
Does bivio Support still offer help to member clubs sasking for advice on an ETF for a possible investment? I wrote a while back and haven't heard! Thanks so much!
4 messages