BIVIO Webinar Preparing for Tax Season
For those who missed the webinar, "Preparing for Tax Season - What You Should Do Now To Get Ready" I strongly encourage you view the copy available on the BIVIO website. This was an excellent webinar even for loooooong time Treasurers and individual members. Many ...
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Penalty from IRS
Our club received a notice from the IRS that said "We charged you a penalty under Section 1400Z-2(f) of the Internal Revenue Code for the following reason: Failure of Qualified Opportunity Fund to Maintain Investment Standard." What does this mean?
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Electronic Filing and Webinar News!
Hi everyone, We are very pleased to announce that bivio will offer electronic filing for the 2022 tax year! Stay tuned for more details. Also, register now to join us at each of our three upcoming bivio webinars to help you and your club prepare ...
5 messages
New Schwab AccountSync Setup
Hi All, The new Schwab interface toA AccountSync is in production. All Schwab AccountSync clubs should switch to the new interface. Here are the instructions on how to switch to the new interface: If your club was part of the beta program or if ...
6 messages
Question to TDA customers only: ACH issue
Please remove me from future emails from Club Cafe. Thanks. From: "Virginia Cooper via" To: Cc: Sent: Wednesday November 9 2022 5:37:18PM Subject: Re: [club_cafe] Question to TDA customers only: ACH issue TDA has full instructions for various deposit methods. Look under My ...
1 message
Question to TDA customers only: ACH issue
Our club has recently closed our separate bank checking account and writes the occasional check from our TDA cash account. We have 2 members who have run into roadblocks with their financial institutions setting up recurring ACH transfers from their personal bank accounts to TDA ...
4 messages
Bank set up as account?
Should we set up our bank checking account as an additional bivio account? It says that I can do that and the username is optional but when I try, I get an error message saying username required.
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Banking question
Our bank is requesting each member of our club to update there profile in person at the bank. I just wondered if any of you had to do the same with your bank.
7 messages
Please take my name off the mailing list. Have not been a member for about 15 yrs. Thank You1 message
bivio price increase
attached are 2 articles that explain the price increase and types of memberships. Basically, they are going broke. Haven't had a price increase for 7 years. wanted to go nonprofit and change business model but members didn't go for it. Not sure that would have ...
9 messages
Return of Capital
NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO. Thank you, Rich Spina Sent from Mail for Windows
6 messages
ACLLY spin off from ABB
Our club received 17 shares of ACLLY in a spin off from ABB on 10/11/22. It is listed in our TD Ameritrade account but did not synch over to bivio. Should I just manually enter it at this time? Anyone else have this issue?
2 messages
Schwab approved, testing begins
Hi All, Bivio is now an approvedA Schwab third party vendor. We have begun testing our software against theirs. Our current estimate is that it will be production ready in two weeks. If you are interested in being a beta tester, please email . ...
8 messages
To whom it may concerned. Please remove my address from the mailing list Thank you Sent from my iPad
1 message
open software
Hi Rob, A little while ago I read that the software for Bivio is "open".A I was wondering whatA that meant for users (club treasurers and members).A For instance, I would like to see how the IRR reports are prepared.A Is it possible to see ...
4 messages