Hi Bivions, My name is Charles. I am the (novice) organizer of an investment club formed by family and friends. We are an LLC and we opened our account with TD Ameritrade as an Investment Club. None of us have any experience with investment clubs ...
I appreciate you all for passing on all of your "legwork". Super helpful info Anyone use eTrade? Sent from my iPhone On Dec 7, 2020, at 12:49 PM, relick3@pacbell.net wrote:  Ok more info Sent from my iPhone Begin forwarded message: From: "Daniel Williams via ...
Does anyone have an idea as to why investment clubs seem to have become pariahs to brokerages? Three of the seven brokerages (Folio, Schwab, and Merrill Lynch) listed as being ably to link through AccountSync seem no longer willing to accept new club accounts.
Folio informed clubs today that it is stopping all "self directed" accounts (like club accounts). As of January 13,A your Folio account will automatically be transferred to Interactive Brokers unless you move it somewhere else. Thanks Folio.A Lots of time to prepare and address during ...
Do other clubs still utilize the Quest For Positive Relative Returns? Does bivio still offer this service? If so, how does a club go about having their records updated? Regards, Rick J. Nosky, Treasurer, Tactical Gains Investment Fund
I have read the documents telling us that it is a tax-free spinoff, visited three corporate websites and visited a few other places, but I could not find information telling me how to book the transaction. Has your resident expert arrived at a methodology?
This message was sent securely using Zix (R) The other day you mentioned ETFs and how they may differ in their tax consequences. Not wanting to put any un do burden on our Treasurer at tax time, is there a way that we can find ...
Laurie; I have sent two emails earlier this week to bivio support. Neither have been acknowledged. My previous experience with bivio support has been excellent so I am concerned that my emails are not reaching bivio support. I have checked my own email system, including ...
We have had several questions from clubs using Folio about how to accomplish stock payouts for withdrawals. Apparently since Folio has been purchased,A they are not allowing the withdrawing members to open new accounts to receive the shares. Here are some ideas you might try: ...
Our club is made up of 7 couples although a couple is actually 2 members for accounting purposes. One of our members is on hospice. I am wondering if when the time comes if we can just transfer his portion - about $26000 - to ...
Hello Club Cafe, The members of my club make an administrative payment each year which is then used to pay club expenses.A I wanted to reflect the member payments in a suspense account. I went to Accounting Accounts Create and created an account "Admin Payments ...
Is it appropriate for clubs to invest in ETFs, or are there reasons not to do so? Our club is considering a solar power ETF. Dawn McCaghy Mt. Ararat Investment Club
My experience with deleting files or folders is that it places the file or folder in archived folder and can be deleted later or restored if wanted. Is there an option to delete permanently and not go into archive? Also I noticed that if you ...
Is your club meeting online theseA days? A friend made this fun-to-watch video thatA you might enjoy.A It has a lot of good, inexpensive tips for improving your online presence. Improving Your Virtual Setup - Affordably Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...