No, the "problem" isn't administrator status, because I am the administrator of my club's bivio site and I don't see those choices either. What Ray has to do first is allow public access to the site using the Administration>Tools>Allow Public Access link. (My club does ...
Our club is on a 'trial' and want to sign on for 'Club Accounting' only, because Bivio does not use our broker 'Smith Barney. I have entered our transactions, will these transactions automatically transfer to our 'Club Accounting' account at that time? Or will I ...
Two Bivio Reports show strikingly different average annual returns for our club. I don't understand why they are so different. On the bottom of the Member Performance Report, it shows an Average Annual Return for all Members that is 6% lower than the Average Annual ...
I know the Reorginization has happened awhile ago but our club is several months behind as the previous treasurer quit doing his job and didn't let anyone know. Question is: We have (had) 134 shares of Nextel and now according to Ameritrade, we have 169 ...
I will be out of the office starting 11/12/2005 and will not return until 11/21/2005. During this time, I will have very limited access to email, but I will respond when I return. Regards, John
>>I know the Reorginization has happened awhile ago but our club is several months behind as the previous treasurer quit doing his job and didn't let anyone know. Question is: We have (had) 134 shares of Nextel and now according to Ameritrade, we have 169 ...
We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? Do we strike out the member going out and add an amendment ...
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
Ok, I find that I must just add the new person to our partnership agreement by adding an attachment to our original partnership. Is there an example somewhere that I could go by for the wording? Diana
In a message dated 12/4/2005 5:00:13 P.M. Eastern Standard Time, fiso_treas@bivio.com writes: We have a member leaving and new member coming in. Do we have to write up a new partnership agreememt or do we just amend the one we have had from the beginning? ...
Hello to you all and happy holidays!! We are the Dollars & Sense Investment Group started in 1999 and still going strong all ten members. Were looking for a new broker, we have Harrisdirect witch E*TRADE FINANCIAL has completed the acquisition of Harrisdirect so things ...
It is my understanding that the SSG concept was started by someone not in NAIC. So, I assume, they do not have a lock on its methodology. The current version has not materially change in many years. There is a market for a product with ...
Does anyone know how I should record this transaction: Purchase in 2/04 of 100 shares of Caesars Enterrtainment. Cost was 1186 plus 54.95 in commission. (no problem here) On June 20, 2005 the following happens: We receive 22 shares of Harrahs (according to my broker ...
Your broker is essentially right regarding the handling of the transactions, though I might quibble about a few pennies here and there. According to the Prospectus on the merger, you elected a share plus cash payment for each of your Caesars Entertainment share. You will ...