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Club buy/sell limit setting
Hello. During our investment club meeting today we discussed how to make better trades by predefining buy/sell orders for our stock portfolio.A We meet monthly and this low frequency means we usually dona€(TM)t take advantage of market timing or anticipate opportunities well. I would like ...
13 messages
club_cafe: Re: reinviting members
Whatever this conversation is about, it doesn't appear to belong on this mail list that hundreds of people see. Please take it off-line by emailing directly to each other. On January 10, 2020 at 9:03 AM "Paul Welborn,Jr. via bivio.com" <user*37427800001@bivio.com> wrote: Sorry, I have ...
1 message
Adding Checking Account
We opened a checking account with Chase Bank. Can someone explain to me how to bring in the account so it interfaces with Bivio. Charles Schwab has been good to work with but since we are an investment club our local branch will will not ...
7 messages
Adding Checking Account
We use Fidelity and we can write checks on our money market account. If you want a separate bank account you must add a second account and enter all transactions manually. It is not difficult, it just takes time to enter. When you enter a ...
1 message
Hello..
Can I ask you for an assistance? Please let me know. Ruthy Sellers
3 messages
Happy Birthday to Us!
It's our 20th birthday! Back in 1998, two Stanford graduates had the idea to develop the first web-delivered investment club accounting application. bivio (from the LatinA bivium , intersection) was born on December 8, 1999. Many thousands of investment clubs have used it since. In ...
27 messages
Getting Ready For Tax Season
Hi all, Just a reminder that we will be doing our "Getting Ready for Tax Season" webinar tomorrow night (Dec. 10) at 8PM Eastern Time. There are still a few openings available if you'd like to join us. You can register for it and our ...
3 messages
Happy Birthday to Us!
Happy Birthday -- Thanks for all the help you give us. Jo From: "Laurie Frederiksen" To: "The Club Cafe" Cc: Sent: Sunday December 8 2019 4:15:35PM Subject: [club_cafe] Happy Birthday to Us! It's our 20th birthday! Back in 1998, two Stanford graduates had the idea ...
1 message
Subscription renewal for taxes only?
Hello all, After 22 years, our club is disbanding. We've sold all the shares and I will be distributing the money by the end of the year to make a nice clean tax season. My question is, our Bivio subscription is up on 1/21/2020. Do ...
3 messages
Schwab / TD Am Merger
Our club uses TD Am which is going to merge with Schwab. Have others been ok with Schwab's services? Thanks in advance
11 messages
Death of a Club Member
I know this has been covered in the past. This is the first time in my 18 years of being in a club where we have had a death of a member. I know to pay the amount to "the estate of the member". But ...
5 messages
Transfer units from one spouse to another
Our club has a husband and wife who are separate members. One spouse wants to transfer all units to the other spouse. In effect this would be gifting the units. How would this be done in club accounting?
9 messages
File Storage for clubs
I have a question, is their a way to download all files stored in the file storage area at once or do you need to do this one at a time? Steve
1 message
Absentee club?
Hi all, I am a frequently reader but rarely post. Our club is 22 years old and is on a downward spiral. I thought we were going to disband at our last meeting but everyone wants to "let it ride." This means, they want to ...
5 messages
online vs face to face clubs (from comment: are you looking for a F2F or online club)?
Hello Bivio Cafe.A I would like to start a thread on online vs face to face clubs. We have a small (<20) member club of seniors. We meet monthly in a senior center. The club is not limited to seniors but is limited to members ...
13 messages