It is my understanding that the SSG concept was started by someone not in NAIC. So, I assume, they do not have a lock on its methodology. The current version has not materially change in many years. There is a market for a product with ...
Hello to you all and happy holidays!! We are the Dollars & Sense Investment Group started in 1999 and still going strong all ten members. Were looking for a new broker, we have Harrisdirect witch E*TRADE FINANCIAL has completed the acquisition of Harrisdirect so things ...
In a message dated 12/4/2005 5:00:13 P.M. Eastern Standard Time, fiso_treas@bivio.com writes: We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? ...
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? Do we strike out the member going out and add an amendment ...
Two Bivio Reports show strikingly different average annual returns for our club. I don't understand why they are so different. On the bottom of the Member Performance Report, it shows an Average Annual Return for all Members that is 6% lower than the Average Annual ...
I will be out of the office starting 11/12/2005 and will not return until 11/21/2005. During this time, I will have very limited access to email, but I will respond when I return. Regards, John
I know the Reorginization has happened awhile ago but our club is several months behind as the previous treasurer quit doing his job and didn't let anyone know. Question is: We have (had) 134 shares of Nextel and now according to Ameritrade, we have 169 ...
A SSG uploaded into Bivio is subsequently downloaded for viewing by another member And all that is displayed is a long column of numbers. However if file is downloaded into desktop and then viewed by going into TK and importing it from the desktop it ...
Our club is on a 'trial' and want to sign on for 'Club Accounting' only, because Bivio does not use our broker 'Smith Barney. I have entered our transactions, will these transactions automatically transfer to our 'Club Accounting' account at that time? Or will I ...
No, the "problem" isn't administrator status, because I am the administrator of my club's bivio site and I don't see those choices either. What Ray has to do first is allow public access to the site using the Administration>Tools>Allow Public Access link. (My club does ...
> The files I have a problem with are from one person who has > assured me that they were uploaded with a .ssg extension. Forget the assurances. Have you checked what the extension actually is? It's possible that the extension was changed during upload ...