I have a EIN from the government, but my account at the bank and the broker account is STILL IN MY NAME. How do I get my SHAREBUILDER ACCOUNT IN THE NAME OF THE INVESTMENT CLUB?
Hello!!! My name is Mark R. Carey and I am President of the Profitmax Investor's Club in Conshohocken, Pa. I am proud to announce that memebers of my club have agreed to use a portion of our Cash On Hand funds to donate to the ...
Our club bought 100 MO in 1992 and sold it in 1995. Now, as part of the class action settlement, we have gotten a check for $120. Would we record this under Income as 'return of capital' ? If so, another problem is that these ...
I am putting information into Bivio site for our club's accounting. I have our membership roster in place. I would like to put their individual passwords in at this point. Please tell be how to do this at this point in setting up our site. ...
Our club began using stop limits shortly after some high P/E stocks ( Nokia ) tanked. Although we organized our club on a buy & hold forever philosophy, we voted in the change. Now ,to some extent ,it seems like we are trading. We have ...
Our club uses NAIC Accounting and Bivio as parallel programs. I entered the AWE exchange as a merger in both programs and got different numbers. How do I decide which one is right? I entered the same data in both programs. Janet Bergman SCWIC
Few bells and whistles, but defintely NOT WORTH the hefty $99 price tag. That you cannot export from it into bivio AND THIS IS NEVER MENTIONED ANYWHERE is just adding insult to injury. I have written an email to EasyWare to complain, but don't expect ...
What is the best way to record the transfer of shares between two broker accounts? We are in the process of closing out one brokerage account and transferring the shares from that account to another one we have. I wanted to get the information ahead ...
Due to an irresponsible treasurer, we were unable to establish our online broker account in a timely manner; therefore, it cost the group about $980 in lost earnings had we traded and purchased a particular stock. Needless to say, there are a couple of perturbed ...
Our club has one investment listed twice. We held shares at our brokerage and we had a DRP account. We have closed the DRP account and have recorded the cash received for the fractional shares. The stock certificate for the whole shares was mailed to ...
Our club has been using both NCA 1.04 and Bivio (each month I export from NCA and upload the NCADATA.DAT file into Bivio). We are considering upgrading NCA to the new release (v2) and was wondering if the export function will still create a file ...
Today's Wall Street Journal (5/24/2001) contains an article about yet another Web site that is closing down and will no longer be availalbe to its users. While today's article focused on a site that was shutting down due to too much activity, many web sites ...