Percent of Total
Hi when I ran my last Valuation the "Percent of Total" is no longer there. I do not think I changed anything. Does anyone have any ideas? Glenn
4 messages
Attention Clubs Using Schwab as A Broker
If your club is using Charles Schwab as your broker,A you will need to make a change in your AccountSync setup in bivio for it to continue to work. Schwab has asked that we switch to accessing your data throughA a service called Yodlee.A That ...
6 messages
Form 843 Request for Abatement
We just received a letter from the IRS with a $2460 penalty for filing late for Tax year 2019. I remember filling in April during the lockdown. And, we were 1 month late. Usually, we have to file by March 15th. I think the penalty ...
13 messages
Direct link to Manifest Investing Dashboard
Good morning all, In case you were not aware,A you can pull up your club holdings easily from bivio in a Manifest Investing dashboard. All you need to do is click on the "Manifest Investing" button on the Accounting>Investments page and enter your Manifest Investing ...
4 messages
10 Cognitive Biases That Can Lead to Investing Mistakes
Hi all, I came across this article and found it made me stop and consider how these things apply to the investments in my club and personal portfolios. You might find it gives you ideas for discussion in your own clubs.A Thought I'd pass it ...
1 message
cash withdrawal of member from Fidelity brokerage
Any suggestions on how to cash out a member with Fidelity? Fidelity gives us different answers every time we call. We have enough cash to pay the member without selling stocks. MiEsha Buckner Philly Mint Stock Club
15 messages
Merck spin off of Organon (OGN)
Last week Merck spun off OGN. I see the shares in our brokerage account but bivio does not show it. So what are the steps I need to do manually to get the brokerage and bivio to match. Thanks Kevin Gillogly
3 messages
Tax Return
I need to reprint our club's 2020 tax return but I can't find it in bivio. Where would it be?
4 messages
Reorg/Cost Basis Update FLIR merger with TDY
Hi All, I thought I'd start giving you a heads up on reorganizations which affect cost basis.A If your club owned the stock affected,A you'll want to check the cost basis of your new shares against what your broker shows to make sure you don't ...
2 messages
Uninvested Cash
At a recent club meeting, the topic of what to do with uninvested cash came up. In particular, members were concerned that our uninvested cash was not earning anything giving the current low interest rates. Most of club's assets are indeed invested in stocks but ...
16 messages
Our club has been having our meetings through ZOOM since November and one of the members have been the one to subscribe to ZOOM and has been paying for it. We are now going back to live meetings and need to know if the club ...
3 messages
Capital Loss/Gain report
We sold all our lots of GW Pharmaceuticals. When I placed the transaction I didn't realize they were being acquired by Jazz. (not sure if that plays in this or not) Our total Capital Gains/Loss do not match with Bivio & TD Ameritrade. I don't ...
2 messages
Late payments
How does your club handle late member payments? Kim Potter BI Brighton
18 messages
Synching Tax Lots from TDAmeritrads
Dear fellow investors, We are new to Bivio. How do we set Bivio to synch up with the Tax Lot selection made from TDAmeritrade. To avoid the wash sale rule or to reduce our tax consequences, we do pick specific lot we prefer. Bivio doesn't ...
5 messages
Qualified Dividend
Our club purchased ADP on 3/5/2021 and received a qualified dividend on 4/1/21. This doesn't meet the holding period for a dividend to be classified as qualified. Can someone enlighten me on why this might be right or wrong? Thanks - scott
11 messages