Most of our members deposit directly to the brokerage account. Even those who make out paperA checks make them out to the brokerage.(The Treasurer can either mail them in or do a mobile photo deposit) I see potential trouble if money is deposited into an ...
Ditto. Everyone sends their money directly to the broker by Bill Pay and we use the cent system. We also don't chase down people who miss contributions. It is their loss if they don't contribute. John Rice On Tue, Dec 7, 2021 at 7:06 PM ...
Hello, I hope everyone is doing well. In our club, we use Venmo to send the treasurer our monthly contributions for her to deposit in the investment account. A new guidance came out that states for goods/services over $600, the payment company will send the ...
Just a reminder that we will be holding our annual "Getting Ready for Tax Season" webinar next Wednesday, December 8 at 8PM Eastern Time. Sign up now to join us: Getting Ready for Tax Season Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook ...
It appears that as of late last week, Fidelity has shut off access to their transaction data for all sites using the interface we used to get it. To address the issue,A we will be working on a new Fidelity access via Yodlee such as ...
Hello : I do not get the page Laurie states in her memo of yesterday for checking new tax reporting for foreign companies. What am I doing wrong ? Richard
If your club has any investmentsA in foreign owned companies or ETFa€(TM)s or mutual funds which are invested in foreign companies,A you may have expanded tax reporting youa€(TM)ll need to do starting with your 2021 taxes.A We are working to include this in our 2021 ...
Morningstar had a link listing all the stock holdings of a fund or ETF. The listing could be sorted by size, acquisition date, % portfolio, number of shares, and so on. After Morningstar updated their website, the site no longer functions. It was a great ...
Hello, We are a 2 person investment club formed as a general partnership in PA. The club is domiciled at the one partner's current residence in PA, however, as of Jan 1, 2022, this member will no longer reside in PA. To avoid the mess ...
Our club switched last year from TDAmeritrade to Fidelity. Twice so far Bivio has informed us that the user name and password we established no longer work. Neither we nor Fidelity made any changes to the user name or password. Bivio states that they do ...
I'm wondering what the Bivio crew is thinking about the housing industry. Inflation is rising which means housing financing and materials are going up in price. This will likely lower demand. On the other hand, there still seems to be quite a backlog.
Our model club recently received an email from Clifford Trent, Director of Operations with BetterInvesting. The subject was Fidelity Bond Coverage. Fidelity Bond Insurance covers theft of club funds by a BetterInvesting dues-paying club member in the BetterInvesting dues-paying club. Both the club and the ...
Have any chapters developed a club mentoring as apposed to club visit program? Are you willing to share the procedures? Virginia Cooper Golden West Chapter of BetterInvesting
Those of you who held VMW on October 29, just received a nice fat juicy $27.40/share "Dividend" on November 1. Unfortunately, according to preliminary information released by the company,A they do not expect to have enough "earnings and profits" to cover the amount distributed so ...