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
Siebert Financial
Is Bivio planning to add acccountsync for Siebert Financial? Our understanding is that they LIKE investment clubs. Bob Mann Lunch Money Investment Club
3 messages
Does anyone want to share their thoughts on this action from JNJ?
5 messages
Large portfolio
Are there any complications of a club portfolio getting too large? Susan M in WI
5 messages
Active member suddenly cannot contact bivio Treasurer, Penny Perkins of Poors Pupils, please correct
Treasurer Penny Perkins of Poors Pupils Investment Club, suddenly cannot contact bivio. She knows not why. Please contact her. or 2265 Atlee Ct. Columbus, OH 43220 614-579-9186. She is available Thurs 8/10 in the morning or all day on Friday 8/11. This is ...
2 messages
please remove my name from the list.
Thanks. From: <> on behalf of Melinda Speak via <user*> Date: Monday, July 24, 2023 at 2:05 PM To: <> Subject: Re: [club_cafe] ACH Transfer from Personal Bank Account to Investment Club Fidelity Brokerage Account WARNING: This message has originated from an ...
2 messages
ACH Transfer from Personal Bank Account to Investment Club Fidelity Brokerage Account
My objective is to streamline the member payment process for the investment club in which I participate. Has anyone successfully (and securely) setup ACH transfer to a Fidelity brokerage account? I was able to setup the investment club brokerage account as an external account and ...
9 messages
Director or Board or Trustee position on a Non-Profit Board
Would anyone like to start a conversation about the differences of making investment decisions when on a non-profit board and other governance issues? I realize this is not a bivio or investment club topic, so I am quite willing to take this 'offline' but I'm ...
5 messages
Mailing list
Please remove my email address,, from your mailing list. I am no longer in a bivio investment club. Thank you, Pat Tippit Sent from my iPad
2 messages
BREAKING: Appraiser Countersues Black Plaintiffs Who Alleged Discrimination
Unsubscribe Sent from Yahoo Mail on Android On Wed, Feb 15, 2023 at 7:50 AM, ijh via <user*> wrote: Good Morning, Please see attached document . If you are likely to receive this in an error kindly forward it to your Accounting Department ...
1 message
Schwab - no 3rd party checks
Our club transitioned from TD Ameritrade to Schwab. We had check writing at TD. We are told by Schwab now we cannot write 3rd party checks on our investment club account. Therefore, we cannot pay expenses with the cash in our brokerage account. Wondering how ...
11 messages
Are there investment clubs that moved to other brokers and not Schwab? I read about Schwab, but I'm making comparisons with Fidelity-Pros & Cons. Gayle Freeman Treasurer NJ Model Inv Club
3 messages
Thank You: Check to Bank vs. Direct Deposit to Brokerage Account
Much appreciation to all of you who contributed to this robust discussion about your individual club's practices.A I've learned a lot, and hope everyone else has as well.A At a glance it seemsA as if the majority of clubs who respondedA have members direct deposit ...
2 messages