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Cendent distribution
How do I enter the Cendent Distribution of Realogy and Wyndhan? I know the amount of stock I received for both, but I don't know what to do to add 2 plus reduce the tax basis of Cendant. Thanks Sam NJPDIC@bivio.com
6 messages
Stock Evaluation
My club is currentlly in the process of revising and reframing our stock evaluation sheet. We rejected the SSG of NAIC a long time ago - the ladies just couldn't get the hang of it. Our current form (that we put together ourselves) relies too ...
9 messages
Sweep Money Market Interest
Our club uses TD Ameritrade as our broker and we use Bivio's automatic posting system. This system works great except for the posting of our money market interest. We have to manually enter that information monthly. Do others have this problem or is it just ...
2 messages
club_cafe: Dividends
In a message dated 8/10/2006 1:08:33 P.M. Eastern Standard Time, fourgirls1234@bivio.com writes: When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more ...
1 message
Dividends
When we receive dividends, how do I know if they are Qualified Dividends or just Dividends. Also, a company paid us a dividend that is tax exempt according to our broker of more shares of stock rather than money. How do I record this in ...
2 messages
exiting member
We have one member who wants to leave our club on Dec. 31, 2006. Instead of selling off stock, we would like to buy her out and divide her percentage among some or all of the members. How do we do this?
4 messages
I need some insite before, this is going to happen
We are a 7 year old club, ten members. It looks like we will be loseing a member so I want to try to get a jump start on things to make this transaction as smooth for him and the club. When a members leaves ...
3 messages
new club
I am looking to join an investment club in or around chicago. If anyone is looking, please email me at bmbentrup@bivio.com
1 message
Stock prices not updating
Several times over the last couple of weeks, the prices have not updated properly. Is there a way to force an update? Many thanks.
2 messages
Investment Tracking
Dear All, I am new to here. Nice to meet you all! Is this accounting system only limited to track US stocks and options? If our club trade leverage foreign exchange, spot gold / silver, etc., we can't input our transactions in Bivio, is it ...
2 messages
club_cafe: Re: member pasted away
In a message dated 6/26/2006 8:09:47 A.M. Eastern Standard Time, rbw111@bivio.com writes: IraS1@aol.com wrote: > In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, > rbw111@bivio.com writes: > We have > a unqiue investment club --strictly very close > friends. In our Partnership > ...
1 message
club_cafe: member pasted away
In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, rbw111@bivio.com writes: We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of ...
9 messages
member pasted away
We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of course when we wrote that rule we never dreamed one of us ...
1 message
New release stockfundas.com
New features with this release: - Share your portfolio with friends ( or your club members) - Share your portfolio with everyone. - Share a specific Stock Analysis with anyone. Send a link by e-mail. Post it to a Message board. Here is a link ...
1 message
1065 Form
To Bivions: Our club has been in existance since 2001 and uses the Bivio software. Our treasurer files the 1065 every year. However, he received notice in October 2005 that the 1065 tax return for 2003 wasn't received. He explained that he sent it in ...
1 message