Our investment club has 20 members and started in 2000. We have all been faithfully contributing every month and now have a very large portfolio. We have all gotten older of course and want to reduce the value of the total portfolio. It seems like ...
For those using Fidelity and instructing members where to send their automatic monthly payments: What address do you use? We were told to send to UMB bank, but not originally given an address. When I looked up an address online I found: 1010 Grand Blvd, ...
When will the tax software be available for clubs disbanding in 2024? We closed our club in April of this year. My understanding is that we need to file by the 15th of the third month following the closing date. I know that Bivio will ...
The following information will not apply to most investment clubs, but there may be a few to which it does apply. If your investment club is a partnership formed without a state requirement to file the partnership agreement or other applications with secretary of state, ...
One of the members of our club has recently lost her spouse and has created a MAP (Medicaid Asset Protection) trust and has listed her portion of our club as part of the assets in her trust. In researching this kind of trust I've discovered ...
Our club has been in existence since June 2020. I had issues opening up our checking account up until recently (I was given the run around on what was needed to open the account in the past). I was able to successfully open our checking ...
There have been comments in other message strings about brokers having a separate application for investment clubs than other partnerships. Does anyone know why the distinction? 1. How does the broker know the entity is an investment club? Is it just if the words are ...
I cannot run a Capital Gains and Loss Report for 2024. I get an error message and it states that someone has been notified. When will this be fixed? Thanks, Beth Smith
I print out two reports for meetings Valuation and Status. It used be two pages now I am required to include multiple pages of charts which wastes too much paper. Please make them separate and opional. Barbara Hansen Treasurer.
Hi everyone, December is flying by. If you missed last week's bivio "Getting Ready for Tax Season" webinar, now would be a good time to watch it. We're glad so many of you could attend. You can find the webinar and the handouts here: https://www.bivio.com/site-help/bp/Getting_Ready_For_Tax_Season_Help ...
On the valuation page, does the unrealized gain/loss include dividends paid? I do not think that it does but I could be wrong. If it does not how could I show that. We have a stock that pays dividends and I would like to show ...
Hi all, We have a new member who has asked if her shares can be in the name of her trust. Our PA says no, but I can't remember why this is. Our original PA was based on the BI agreement, with changes recommended by ...
The bivio programmers have been busy adding newA chartsA to selected bivio reports.A These newA chartsA are now available for clubs at all subscription levels. Here are some quick tips to begin:A You can find theA chartsA in bivio by selecting Accounting > Reports &A ...