State NY tax documents
We are located in NY , when would the state forms be available ? Thanks ' Anat Benjamin
1 message
Tax software?
Is the tax software available? I went to the Taxes page on bivio and the year has changed at the top of the page but isn't opening anything but information. Colleen Goings Women of Wauneta
4 messages
From Adam
I have decided to resign from the partnership. This isnt a reflection on anyone in our group, good luck to everyone. Adam
4 messages
TDAmeritrade 1099 missing dividend payments
I have three dividend payments recorded in January in Bivio but not on my TDAmeritrade 1099 The stocks are HACK on January 2, JPST on January 3 and SPY on January 31. Anyone know how this happens and if it is worth contacting TDAmeritrade? Ron ...
8 messages
Making sure I have my dates correctly for a full withdrawal from the club
Fellow Treasurers, While I consider myself fairly proficient in club accounting matters, I am ready to make my withdrawal. I have reviewed the webinars on withdrawals. So I know I will be transferring appreciated stocks to the withdrawing partner. I have the correct form from ...
6 messages
Balancing our portfolio
Our club is struggling with balancing our portfolio. We have had great success over the past few years with 3 stocks which are now 16.8, 10.7 and 9% of our portfolio. Some members want to sell some while others still see upside potential. We currently ...
14 messages
TD Ameritrade withdrawal / transfer to a Schwab account
I am sitting on hold with TD Ameritrade (over a 90 minute wait currently). I tried the virtual assistant and the local branch but the former was not helpful and the latter was a big circus which got me back to the national 800 number. ...
17 messages
AccountSync and Two Factor Authentication
From the previous posts I've seen, it sounds like you can't use 2 factor authentication (2FA) for your brokerage account if you also want to use AccountSync. Clearly it would be very desirable to use 2FA and and AccountSync for the club's brokerage account. Our ...
1 message
TDAm Secure Communication
When logged into their website Client Services Message Center Compose Before sending, check the box "Send me an email when there is a response in my Message Center inbox." so you don't have to keep checking the secure site. S On Mon, Feb 8, 2021 ...
1 message
need help in opening files within communications
a few files open readily but some do not. Some files cause my browser to indicate download blocked. Other members have difficulty too.
1 message
Account sync
I'd like to learn more about 'account sync' with bivio. I'm curious how many are using it and the pros/cons of syncing. Thank you. Cecelia BCI
14 messages
Tax forms
The club natives are getting restless. Any word on when the tax forms will be ready?
21 messages
If you were to recommend to someone a magazine to read for investing (other than Better Investing), which magazine would you recommend? Fortune, Barron's, Motley Fool etc.? Tim Hoyman, Colorado Leprechauns
10 messages
This message was sent securely using Zix (R) Our Club (MakeALot) is very much interested in investing in ETFs. I understand they trade like a stock and was wondering what you thought about them. We don't want to incur any extra work for our Treasurer ...
17 messages
1099 wisconsin
So our club just formed in 2020. We do DRIP on all stocks purchased. We got a notice that we will not be getting a 1099. So now what? Do we still prepare the K-1 for all members. How does this work for tax preparation?
4 messages