Partnership agreement
I am looking for the information or email where the recommended wording for amending the partnership agreement to either opt out of the irs audits or what ever my club decides to do tomorrow. I am not finding what i need. colleen goings
6 messages
withdrawal because of death of a member
The member's family decided to open an account with our broker. The broker has transferred the stocks. where and how do I record this in Bivio?
2 messages
Club Ownership
Can a partner retitle his/her ownership in the club to his/her trust? Have any clubs encountered this question or has anyone done this in the past?
3 messages
Check writing privileges at TD Ameritrade
A Our current local merchant bank is going to start charging a fee to maintain a checking account there.A I was wondering if TD Ameritrade can be setup to require 2 signatures for each check or is only 1 signature needed?A I already pose the ...
21 messages
Foreign Companies Traded on US Exchanges
Do any clubs have experience buying foreign company stock traded on the NYSE? Our relatively new club is interested at looking at Alibaba, Moet Hennessy Louis Vuitton and some Canadian cannabis companies. However, Bivio has cautioned that foreign companies can create accounting problems when they ...
8 messages
Adding and removing members
Laurie, Under the bivio Partnership Adding Members Considerations it says: Your partnership agreement is an agreement between the people listed on the signature page to conduct the business of the group in a specific manner. If this list changes, legally, the partnership is dissolved and ...
4 messages
How long to keep records
What is the recommendation for how long we should be saving IRS tax returns, audits, statements, etc. for our club's partnership? I was told seven years as a rule of thumb by our bank.
4 messages
Filing a Club Partnership Return in New Jersey
Has anyone had any success in electronically filing a New Jersey partnership return for their investment club? I followed the instructions in the Bivio guide, but the NJ website tells me I am not registered to file. I am very reluctant to register our investment ...
4 messages
Original Message From: Laurie Frederiksen To: The Club Cafe Sent: March 18, 2019 at 7:02 PM Subject: Re: [club_cafe] Computershare It amazes me that people still feel they should be doing automatic DRIP investing. I can tell you that probably 95% or more of the ...
1 message
Do any of you have stock with Computershare. Every time I want to do anything they require a Silver Medallion. I have eight stocks with them; however, the previous person did not add the words "A Partnership" when she purchased three stocks. So I can ...
29 messages
Club Cafe - How it Works and Unsubscribing
Hi all, There have been some good discussions lately on this list.A Thanks to all who jump in and contribute.A It is very valuable to have this method for clubs to talk with other clubs about their experiences. For any who are new,A please take ...
2 messages
Investments Clubs Using Fidelity
Are there any other investments clubs out there using a Fidelity brokerage account? We are a newly formed club and have just opened an investment club account with Fidelity. I'm having difficulty getting consistent answers from Fidelity about how deposits can be made. All of ...
7 messages
Scottrade to Ameritrade Account Sync
So, we had Account Sync working under Scottrade, but it hasn't worked for us since the buyout. I have verified that i can manually log in to Ameritrade with account number and password, but putting that same information in the "Missing Brokerage Information" is unsuccessful. ...
3 messages
Wabtec / GE stock split
Everyone received cash instead of shares. Had to have 186 (I think) of GE stock. Original Message From: john paul via <user*> To: club_cafe <> Sent: Sat, Mar 16, 2019 2:34 pm Subject: Re: [club_cafe] Re: Wabtec / GE stock split No I never ...
1 message
Wabtec / GE stock split
How do we account for the Wabtec/GE deal, where GE merged its transportation business with Wabtec. Our club received shares of WAB, and I want to record the transaction properly.
3 messages