hi our club uses ameritrade. we just received a dividend which was not reinvested but instead just deposited as cash into our account. i've tried to enter the dividend on bivio in several ways (investment income, dividend, etc.) but whenever i do, it still does ...
I am updating the addresses and SSN's of our members both active and withdrawn so the K-1's will be created correctly. I was intended to get the email addresses of all withdrawn members updated as well, but it appears I cannot enter an email address ...
Good information to know. Thank you Sharon >From: Rob Nagler >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Changing treasurers on Buy and Hold.com >Date: Sat, 3 Jan 2004 15:55:56 -0700 > >unclpaully@comcast.net writes: > > Our monthly statements are sent to ...
My club recently departed buyandhold.com because we were sick of the very poor customer service. Most notably, anytime we requested a check, there was always problems -- the most recent request took 3 MONTHS to finally arrive. So we've switched to BrownCo. THey were extremely ...
I'm not sure how to handle the following: I paid for Investment Advice utilized by the club I belong in June 30 with the club to reimburse me. I posted the expense on bivio so that the club's valuation was properly reflected. However, I did ...
Our monthly statements are sent to a general yahoo email address to which everyone has the password. Whoever is the treasurer can simply download them and reconcile with bivio. We write checks out of a bank account, on which three members are signers. Since withdrawals ...
Thanks for the information. These are good suggestions Sharon >From: unclpaully@comcast.net >Reply-To: "The Club Cafe" >To: "The Club Cafe" >Subject: Re: club_cafe: Changing treasurers on Buy and Hold.com >Date: Sat, 03 Jan 2004 16:55:41 +0000 > >Our monthly statements are sent to a general yahoo ...
Thanks for the suggestion, it is helpful. We want to change officers every two years so that all members have a chance to do all the various jobs in the club. Good food for thought. Sharon >From: "Rip West" >Reply-To: "The Club Cafe" >To: "The ...
Doesn't one officer have to receive and reconcile the monthly statements? If you do not write checks how do you pay a withdrawing member or pay for purchases that are made by the club? Since my name is on record with Waterhouse I receive all ...
Can I generate a regular report that calculates amount and percentage gained or lost from each stock and then the total amount gained or lost???? It seems like the reports on this site are terrible, they don't give a percentage for 1/2 of our stocks, ...
Our club is having a very hard time changing treasurers on Buy And Hold. Has anyone else experienced this pain? It has taken us over 2 months now to change, and we are still trying to work it out with all of the paperwork that ...
We are having a very hard time with Waterhouse. We have been trying for 9 months and I just can't seem to get it right. Each time I think I have followed the instructions to the "T" they send it back and I have failed ...
In a message dated 12/24/03 5:56:04 PM Eastern Standard Time, jmunn1@nycap.rr.com writes: With respet to Ira's reply, below, I wonder if a partnership can exist outside a state's jurisdiction. For example, an on-line club can it create its partnership in Guam or Puerto Rico? Sure. ...