I am retired so I can not open another Roth and my other assets are already divided where Infant them to be. I contacted TRowe Price and they will not open a custodial account for a foreign nation. Plus for me ton open an account ...
Does anyone have any experience with custodial accounts for minors in a family investment account when the minor is a foreign national and therefore there is no social security number? Sent from Surface Pro
Hi everyone, The transcript and a recording of the webinar that was given last night is now posted.A You can find it here: Getting Ready For Tax Season One big take away is to get started on confirming the cost basis and gains/losses from each ...
Near the end of the year is probably too late unless you have no stocks that pay dividends. Search the archives of club cafe, you will find articles about disbanding. Joe Farrell Everyday Investment Club On Tuesday, November 18, 2014 5:43 AM, Gloria Graham < ...
We have been using FolioInvesting for several years and we are pleased, except when our Treasurer resigned. FolioInvesting tells us the only way we can remove the Treasurer (who is designated "Owner") of the account is to close the account and open a new account. ...
Where is link that tells how to correct differences in cash accounts and number of shares owned . Bivio does not agree with my club's TD Ameritrade Acount
Dear Gloria, We are sorry to hear your club is disbanding.A Here are the instructions you need to follow to close it down correctly: https://www.bivio.com/site-help/bp/Disbanding_A_Partnership_Help Note that your operations will not be closed until your final transaction is completed.A This includes the receipt of any ...
A I'll let Laurie and others talk about how to or not to expense technology for investment clubs (I do agree with her that there really is probably no benefit of running the cost through the club).A I thought I would take a stab at ...
All: Interested to hear your feedback/experience with all/some of the following. Our club is considering purchasing a laptop, projector (and briefcase for both), for about $950 and using club funds to do so. We have contemplated a "special assessment" of about $100 per member or, ...
Is there anyone here part of an investment club on Detroit's East Side that is willing to accept new members? I'm a volunteer with BI's Southeastern Michigan chapter and we had a request from a woman looking for a club to join. She works in ...
Hi everyone, We'd really appreciate it if you would help us spread the word about bivio.A We've posted a link to the list of "Reasons to Use bivio" list to our: Facebook Page Twitter and Google+ pages.A A It would be great if you would ...
Robert, Laurie recently walked our club through a withdrawal. We had made many errors before contacting her at bivio. We are very appreciative of all the information she offered. Mary On Monday 10/11/2014 at 1:28 pm, Laurie Frederiksen wrote: Hi Robert, You must have unidentified ...