Where do I go (site) to record all Clubs stocks as a new member. Bivio said TD Ameritrade only goes back 3 months, so I must record all stocks owned with date of purchase, quantity bought and cost. I need a step by step help, ...
Hello, Our books are almost back in order. Under Accounting/Investments I see a ticker with numbers and a letter e.g. 12345X123. This is not on our TDAmeritrade brokerage account. Is this something that bivio uses to keep track of something or should I delete this? ...
In a message dated 4/27/2007 4:22:23 P.M. Eastern Daylight Time, joeyu@bivio.com writes: Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks! ...
Does anyone know what needs to be done to terminate an investment club from a legal standpoint? Does the partnership agreement filed with the county needs to be voided? If yes, how? Thanks!
I think the last person we paid out, we did the wrong valuation and paid him too much. We ended up paying him in appreciated stock (67 shares of FDS) and $20 some in cash. He did have a $9.99 withdrawal fee from the club. ...
In a message dated 4/26/2007 12:30:03 P.M. Eastern Daylight Time, bdetloff@bivio.com writes: Help!! Our treasurer was our administrator but he left the club and did not make anyone else an administrator. How can I make someone an administrator? Barry Contact support@bivio.com . They're the only ...
Help!! Our treasurer was our administrator but he left the club and did not make anyone else an administrator. How can I make someone an administrator? Barry
After the MO spin-off of KFT, we were supposed to receive cash in lieu of fractional shares in our TDA account. On April 2nd we received our shares of KFT, but it took a week (4-9-07) to get our cash for the fractional shares. Bivio ...
How do we calculate the cost basis of Broadridge Financial. It was a spin-off of Automatic Data Processing. I would think even AUD needs to have a basis adjustment. Thank You Marie
In a message dated 4/19/2007 5:27:02 P.M. Eastern Daylight Time, kargon@bivio.com writes: IraS1@aol.com wrote: > In a message dated 4/14/2007 10:43:09 A.M. Eastern Daylight Time, > benwoltz@bivio.com writes: > Our club > owns shares of SLM and Friday it was up big due to > ...
Our club does not have fractional shares but bivio gives them to us anyway. Is there any way I can put member payments into the report without getting factional shares. For example, I own 5 shares, our members make payments we call dues at the ...
The one thing that I miss about CA2 compared to Bivio is the portfolio performance graph. Any chance that Bivio will incorporate something like this in the future? Also, why can't the last 2 columns of the investment performance report be incorporated into the valuation ...
Our club does not work with fractional shares. We pay our dues once a year. For example, I own 5 shares and my dues for the year are 1,200.00. Is there some way, as treasurer, I can record payments or fees and not have bivio ...