We had a member withdraw who did not cash her withdrawal check. The funds were returned to our brokerage account after a year. How do we record this in Bivio? Is this something for a suspense account? The former member has since moved across the ...
Do NOT do this!!! You are looking for trouble. Any beneficiary designation will not be binding on the partnership and any attempt by the partnership to follow the instructions of such a designation may open the partnership to a suit from the executor of the ...
Do any of you guys have a beneficiary form completed by each partner. My club is considering having each partner complete a beneficiary form and let the secretary keep this on file. We will also scan these documents into a computer. I was thinking of ...
If a member joined a full year after the original members why is their airr higher? They own a lower % of the portfolio. Is this because stock purchased since their joining are doing better than the original stocks? How does this happen? Thank you.
Can the valuation date for converting member payments into club units be changed? In other words, If we have established a valuation date for our club as the first of the month; can we change this and make the valuation date the day the transaction ...
Right now you are boxed in by your partnership agreement and you must follow it or change it. I have a strong philosophical disagreement with your agreement. A club is not "entitled" to regular dues from its members. If a member contributes money s/he gets ...
Our partnership agreement says that delinquent dues and late fees are subtracted from the Withdrawal amount. Our club has a member who did not pay dues for the last two months prior to her withdrawal. Late fees on the unpaid dues are owed the club ...
Our Club formed in January '03. We started with Bivio in May, Lost a member in June, and bought our first stocks at the end of June. Our problem is this: We were entering member contributions for the time of Jan - June without having ...
I have a member who is now deceased and we withdrew his share from the club. When I click on Members he appeared but then I clicked the box so as not to show withdrawn members. However, he still appears on the Member Status report. ...
Hi folks, sorry for the inconvenience. I received this message from my internet provider. Links include complete info Paul Hello Paul and Joy, You found the file on your computer because it's a normal file built into Windows. jdbgmgr.exe is a hoax. See this page ...
Hi all, The club I'm in has been doing some research into various online brokers. Currently we use Etrade which provides checking, but is rather costly at 19.99+ per trade. However in looking to switch, we've found there would be some problems as it seems ...
Hello Rob The subject is still raising a question regarding your services. After contacting you, (along with another club member) we are semi happy to hear that we may enter option trades manually into the software. So far, your going to be getting $89.00 bucks ...
We also want accounting for options. However, we will only use options transactions approved for IRA accounts. We are conservative. We started using covered calls in June of 1975. They reduce our risk. Why would you not account for something more conservative than outright stock ...