TDAm Secure Communication
When logged into their website Client Services Message Center Compose Before sending, check the box "Send me an email when there is a response in my Message Center inbox." so you don't have to keep checking the secure site. S On Mon, Feb 8, 2021 ...
1 message
need help in opening files within communications
a few files open readily but some do not. Some files cause my browser to indicate download blocked. Other members have difficulty too.
1 message
Account sync
I'd like to learn more about 'account sync' with bivio. I'm curious how many are using it and the pros/cons of syncing. Thank you. Cecelia BCI
14 messages
Tax forms
The club natives are getting restless. Any word on when the tax forms will be ready?
21 messages
If you were to recommend to someone a magazine to read for investing (other than Better Investing), which magazine would you recommend? Fortune, Barron's, Motley Fool etc.? Tim Hoyman, Colorado Leprechauns
10 messages
This message was sent securely using Zix (R) Our Club (MakeALot) is very much interested in investing in ETFs. I understand they trade like a stock and was wondering what you thought about them. We don't want to incur any extra work for our Treasurer ...
17 messages
1099 wisconsin
So our club just formed in 2020. We do DRIP on all stocks purchased. We got a notice that we will not be getting a 1099. So now what? Do we still prepare the K-1 for all members. How does this work for tax preparation?
4 messages
1099 wisconsin
Take the advice--do NOT drip! We learned the hard way. Sent from XFINITY Connect Mobile App Original Message From: Barbara C. Effertz-Doherty via To: Sent: February 3, 2021 at 11:04 AM Subject: [club_cafe] 1099 wisconsin So our club just formed in 2020. We ...
1 message
I'm getting ready for the audit. Usually I work with two of our members and have all the paperwork ready for them. Not sure how to do this in the era of Zoom meetings. Any suggestions? Kim Potter BI Brighton
10 messages
New York - Tax Return Filing Requirement
My club (formed as an LLC) is domiciled in Colorado, however one of the members is a NY resident. Is the club required to file a NY Partnership Return?
4 messages
Changing Email Address
YouA can follow these instructions to change your email address in bivio: Changing Your Email Address If you have any issues when you try and follow them,A send your request to and we can help you work through your specific problems. Laurie Frederiksen Invest ...
1 message
Insurance for treasurer?
I'm going to be a treasurer for my club, responsible for over half a million dollars. Would you recommend the club taking a bonded insurance policy for the treasurer and assistant treasurer? If yes, can you make suggestions on how to go about doing so. ...
10 messages
When is FIFO not FIFO
If you own multiple lots of a stock and don't sell all of it at one time, you need to tell the broker which shares to sell.A Usually you do this by specifying a default lot selection method with the broker.A Since lot selection is ...
2 messages
Need help dissolving a group
Hello, Cindy Relick here from ChickPicks. I'm the newly elected treasurer and we are looking to dissolve our group. I know we can 1. transfer stock to each member or 2. cash out everything and cut checks to the group My concern is that we ...
5 messages
Honolulu, HI club to join
I moved to Hawaii and although I approached NAIC I haven't had much luck with them helping me locate a club. Was in my previous club for 23 years. Have interest in options as well as stocks. Please contact Doug at (808) 395-6462 and/ or ...
2 messages