We are incorporated in New Hampshire but have a member who moved to Maine, which has a personal income tax. Will we need to file in Maine? On Sun, Mar 9, 2025 at 3:34a€¯PM Anat Benjamin via bivio.com <user* 22119300001@bivio.com > wrote: My club has ...
Hello, When you pay a withdrawing partner in part stock and part cash, how do I select the stocks to distribute on a LIFO (last In first out) basis in Bivio. Because I believe Bivio uses FIFO ( first in first out) basis. Sharon Fountain ...
Hello, Is there a way to update cost basis to match 1099 B? Some of the stocks purchased before we had Bivio (2018) have incorrect cost basis (lower than reported on 1099-B). Fyi: I've tried adjusting the investment via lot . (Accoutng>Investment).
Ira, Thanks for warning Had you previously been with TDA? Bob Ford From my Kindle On March 12, 2025, at 11:50 AM, "ira smilovitz via bivio.com" <user*2883400001@bivio.com> wrote: I just tried to make a trade in our club's account (at Schwab) and received a message ...
My club of almost 24 years recently disbanded and the remaining 4 partners (including me) took our full withdrawals in stock. I have been the Club Treasurer since we formed it. Can someone please point me to where I can get some information concerning how ...
All, I recorded a cash and stock withdrawal separately, because they were done in two separate months. I need to delete the stock withdrawal and re-enter it to include fees that were deducted. I assume I can just delete the stock withdrawal in the transaction ...
My investment club originally had an account with e-Trade. Everything was fine untill Morgan Stanley purchased e-trade. The fact that morgan stanley misled us all, the waste of time spent trying to correct what they deemed inadequate, their lack of communication, and leading us all ...
We are an older club and members have come and gone.A We have two original members and two others A that joined shortly.A Four of us own 70% of the club assets.A As club treasurer it does concern me a little bit.A Should we just ...
Our club partnership agreement does not include language for a valuation date for member payments. (I have read numerous previous messages and discussion about it on Club Cafe.) We will be discussing this and deciding what we want to use for the valuation date at ...
I just tried to make a trade in our club's account (at Schwab) and received a message that the purchase order was blocked for this account. The account had sufficient purchasing power to make the trade. When I spoke with a representative, I was told ...
I have just created a new club and just created a brokerage account through fidelity for us to trade. I'm trying to connect to bivio via account sync, but it says invalid username/password even though i know the login is correct. I've seen info about ...
Like many clubs, we are planning to closedown this year. Just members getting older. We are with Schwab with checking privileges. Obviously, it is simpler to sell everything and distribute the cash. But some members have large capital gains and would prefer stock. I have ...
Michael Could you please provide the Schwab form number. You are the first investment club that has been able to perform a stock transfer to a member that has reported through club cafe. We have been told that Schwab will not transfer stock from an ...
To clarify my question, I am looking for partnership agreement language as it relates to the "valuation date of member payments", NOT the valuation of the club portfolio. This is something I discovered for the first time in many years when doing the audit this ...