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 ...
I have a couple of members in our family investment club who I would like to withdrawl from their account the amount of their club dues since they have not paid the fee by check. Can this be done with Bivio? Thanks Scott Gilbertson
Original Message From: Scott Gilbertson [mailto:sgilbertson@bivio.com] Sent: Wednesday, June 18, 2003 12:36 PM To: club_cafe@bivio.com Subject: club_cafe: Re: Withdrawl of NAIC Dues for Non-payers Let me better clarify what I am trying to do. First of all I agree, that the best solution is to ...
I don't think you need an attorney for this. You will need to draw up a partnership agreement and file some paperwork with the state and pay a fee. NAIC can provide a model partnership agreement for an investment club. Check here as a starting ...
HI , I'm in the prcess of forming a club in NY. but the bank wants me to get a Business Certificate and one attorney wants to charge us $900. to get us one. Any idea from anyone in NY.who has an investment Club what ...
>>We have a member in our club that is not attending meetings and paying dues. Phone calls and emails are not answered. Does anyone have an example of a letter requesting a member intentions of continuing with the club or be considered for removal? Our ...
We have a member in our club that is not attending meetings and paying dues. Phone calls and emails are not answered. Does anyone have an example of a letter requesting a member intentions of continuing with the club or be considered for removal?
We owned Diebold on both a drip account and with TDWaterhouse. We have now transfered the drip shares to the broker. How can I combine the two in Bivio. Tania Alibi Stock Club
Hi, We have a new club (6 mths old) and we have just voted on eliminating a member who has not show up at or made contributions for the past 4 months. My question is: With Bivio's software, We have the members monies in two ...
In the past prior to purchasing a new stock, the stock had to be created first within the software. Now that we have Auto Sync will the system automatically create the stock when Auto Sync detects it or will the stock have to be created ...
Click the "withdraw" button from the member screen in the accounting section. Ira Smilovitz In a message dated 06/06/03 4:56:53 PM Eastern Daylight Time, suleiman@bivio.com writes: How do we delete a member from the club? Shouldn't there be a withdrawal form? Charles Moore Chazmoore@aol.com
We currently have a club in the Dallas area. I have been working on a trading model somewhat akin to the Mechanical Investors Forum in the Motley Fool. I have some pretty promising results, but I have gone as far as I can with my ...