Greetings! Just recently discovered that Schwab does not transfer stocks to an individual or partner's personal brokerage. Although our by-laws stipulate the option of stock transfers or cash, we just discovered that Schwab won't do that. In all the years we have had Schwab since ...
All - I know people will have definite opinions on what my club wants to do, but I really just need to know the best way to do this. We are considering selling all of our stock by the end of the year, disbursing everything ...
With the dissatisfaction with several Investment firms, specifically with the distribution of assets to withdrawing club members, is there a list of brokerages that are compatible and integrate with Bivio and are user friendly to partnership accounts?
Hi All, We am looking for tips and suggestions from those that have successfully moved their investment club account from Schwab to another brokerage. We have a few questions: 1) What would be the best time to make the move to a new brokerage? (e.g. ...
Hi all, I can't believe I forgot to post this earlier on Club Cafe.A Sorry, it's been busy. It's not too late to register and print the handouts for tonight's bivio "Getting Ready for Tax Season" webinar.A The webinar is at 8:00 PM EST this ...
We moved to Fidelity recently from Schwab. The transfer between the brokerages went well. Now I need to update Bivio. I see where we can change the accounts, but i don't want to lose the Schwab transactions. How do I add Fidelity account to autosync? ...
Hi all, Without warning, Fidelity has shut off access to their OFX server, which we use for AccountSync. As such, we are unable to automatically import data for Fidelity accounts at this time. We are working on the next steps required to regain access to ...