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2 messages
Brokerage accounts
After the debacle with Schwab last year and not allowing the investment club to transfer stock even within Schwab; we are looking for a new brokerage who will allow the club to transfer stock. Any recommendations? ps they would allow us to transfer shares to ...
5 messages
payouts for members
how to determine how much a member is due when they have paid for the whole year in January and pass away midyear?A We would pay the estate the % he is owed in stock. thanks Dan Cohn Atlanta NAMC Investment Club #3
7 messages
Schwab cash withdrawal
Our investment group was transferred from Ameritrade to Schwab. We have to pay a withdrawing member and sold the stock to pay her. We can not get the cash out of our Schwab account. Does any one know how to get our cash out? They ...
30 messages
Schwab "Update" Form APP70337-09 (04/23)
I'm a partner in two investment clubs. In both we were recently switched from TDA to Schwab. We are both in the process of changing Treasurers and struggling with Schwab's Update Form. "Update Your Schwab One Organization Account for Incorporated and Unincorporated Organizations" In Section ...
2 messages
Schwab Problem treasurerss
Club account is listed in my personal stock account and when I click on either the balance or summery tabs the total includes the club amount too. Investment clubs need a separate stand-alone account and never list or show-up in personal accounts. Gayle Freeman, treasurer ...
8 messages
Danaher spinoff of Veralto
Does anyone else here own Danaher (DHR) stock? There was a spinoff of a new company called Veralto (VLTO) on 10/2. It is not showing in my Bivio transactions nor in the Valuation report. Would anyone know why?
4 messages
Withdrawals and taxes
We use Schwab and realized that when we sell stock in our club to give a withdrawing (deceased) member his percentage in cash; the total membership has to pay the capital gains tax!A Our club is made up of "ROMEO's" and have been around for ...
29 messages
Taxes and selling stocks for member withdrawal
Since Schwab does not allow a club to disperse stock to individualA members who are leaving; we have sold stock.A That means theA whole membership has to pay capital gains for the stock being sold. Or is my senior mind not "understanding"? Thanks Dan Cohn ...
6 messages
Investing in start up
Our club just recently invested in an early start up where our investment will be split between all 4 members - 25% each. We are interested in learning how is the best way to reflect that initial investment in Bivio. It will be a long ...
2 messages
Club Dues
If we are disbanding in October, do we need to pay for the year in order to get our tax returns? Stephanie Kissel Dividend Divas
10 messages
Cherry Tree Investment Club
Hello Becky, My club is also disbanding.A I just sold all the stocks and have received the dividends declared. I see that you initiated a partial year tax software to Stephanie.A Would appreciate if you can do the same for my club as well.A I ...
1 message
TDAmeritrade moving our account to Schwab - No third party payments
Looking for information regarding brokerage accounts. We have used TDAmeritrade for a while with good support and services. They are moving our account to Schwab. Schwab does not allow payments to be distributed to anyone other than the investment club, requiring a separate account at ...
25 messages
ETRADE switched our account to Morgan Stanley- BROKE SYNC
ETrade merged with Morgan Stanley and switched out brokerage account over today. We got a new account number. OUR BIVIO SYNC IS BROKEN! Our transactions are still happening OK in the new Morgan Stanley account, but nothing is syncing. Anyone else stuck or know how ...
3 messages
Member Withdrawal - Transfer Valuation Date
The non-monthly treasurer tasks video show a member withdrawal process where a transfer valuation date separate from the member valuation date is used for a stock/cash withdrawal. I was counting on this to process a legacy withdrawal (we have subsequently adopted a simplified withdrawal process), ...
1 message