I spent several hours trying to initiate direct deposit with my bank in Chicago. The best I could do would have resulted in a $15 total monthly fee for our club. We decided that this roughly 1% charge was not justified. You are right that ...
We use buyandhold (and are incidentally in chicago). All of our members are linked to the brokerage account with Instant Deposit. The only catch is that I can only move money from one person per day, so we use a schedule each month. I couldn't ...
Hi, Any progress on adding Datek to AccountSync? We do a lot of trades if we have to enter them manually, it would be a very painful process. Can Bivio take an input from like Quicken? thanks Jimmy
Hi, Our club cash out the profit on a quarterly basis. Each share starts at $2500. Let's say our club makes $5000 this quarter, and we have 10 shares, we then write each member a check depending on number of shares they own. For those ...
Confused about Bivio's basis allocation for this transaction. Our club owns 15 shares of Citigroup. I called investor relations and they gave me the following information. .0432043 Class A .0887656 Class B So our club should have received the following .64806 Class A shares 1.33148 ...
I established an Escrow account to hold monies for members that would be away for awhile. When I deleted the amount ($250.) it appeared in my Fdelity Investmdent account which throws my balance off by $250. How can I delete the $250.? in faxct, how ...
>>I established an Escrow account to hold monies for members that would be away for awhile. When I deleted the amount ($250.) it appeared in my Fdelity Investmdent account which throws my balance off by $250. How can I delete the $250.? in faxct, how ...
I can not seem to upload an .ssg from stock analyst plus to Bivio. My scenrio is I get the upload screen and browse for the file which is A:\bbby.ssg, which I find. I then have to name it and I just want to name ...
Our Club exercised the rights offered by ERICY for 120 units for $ 50.40 plus a $25.00 transaction fee. We cannot find a choice in the Investment sub-titles to use to record the transaction. Can anyone please help.
I am interested in joining an investment club. I live in the southeast, and would like to join a club in the southeast if possible. It can be an online club if available. Thank you.
Hi Rob and all, I know I've been in hiding for awhile, but I've had some changes. I've moved cross-country, away from my club but they still want to let me be a member. The problem is we do not have procedures to deal with ...
I am the Treasurer for my Investment Club and I was wondering how other groups are collecting their monthly dues. Currently, I am having each memeber mail me the check and I consolidate them to send into our broker. It's a total pain and I'm ...
Has anyone here ever purchased stock in an MLLP?? Our club is thinking of buying one and I was wondering what others have thought. I do not know alot about MLLP's and am unfamiliar with the way they work. Thank you, Jay LA MIGRA
>>I am the Treasurer for my Investment Club and I was wondering how other groups are collecting their monthly dues. Currently, I am having each memeber mail me the check and I consolidate them to send into our broker. It's a total pain and I'm ...