Communications
club_cafe
HelpRegister
Accountsync not working
We use TD Waterhouse as our broker and the system has stopped updating transactions. Our User ID and Passord are still valid with Waterhouse. Please advise and thanks in advance
2 messages
great support
Wow am I pleased with the support from Bivio. We had previously been with I-Club and support was very difficult and time consuming (and expensive). My questions was answered promptly and very thoroughly. I can't believe I'm getting this good of service and product for ...
2 messages
Liberty Media split of two tracking stocks
Our club owned 100 shares of Liberty (L), it split itself off into two tracking stocks. We now have 5 shares of LCAPA and 25 shares of LINTA. How do I change this in our portfolio. Thanks, Jane
3 messages
Disbanding club
I've found a couple of discussions about this process, but I'm not clear about how the Bivio software will handle the Admin Account that our club maintains for expenses. I understand the process of selling everything in the club's portfolio and performing a full withdrawal ...
1 message
1065 Form
To Bivions: Our club has been in existance since 2001 and uses the Bivio software. Our treasurer files the 1065 every year. However, he received notice in October 2005 that the 1065 tax return for 2003 wasn't received. He explained that he sent it in ...
1 message
New release stockfundas.com
New features with this release: - Share your portfolio with friends ( or your club members) - Share your portfolio with everyone. - Share a specific Stock Analysis with anyone. Send a link by e-mail. Post it to a Message board. Here is a link ...
1 message
Bivio Email Feature
Would be nice if I could delete 500 emails at once without so many clicks on Bivio.
7 messages
member pasted away
We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of course when we wrote that rule we never dreamed one of us ...
1 message
club_cafe: Re: member pasted away
In a message dated 6/26/2006 8:09:47 A.M. Eastern Standard Time, rbw111@bivio.com writes: IraS1@aol.com wrote: > In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, > rbw111@bivio.com writes: > We have > a unqiue investment club --strictly very close > friends. In our Partnership > ...
1 message
club_cafe: member pasted away
In a message dated 6/24/2006 5:47:11 P.M. Eastern Standard Time, rbw111@bivio.com writes: We have a unqiue investment club --strictly very close friends. In our Partnership agreeement we stated that if a member pasted away their investment would be transferred equally among the other members. Of ...
9 messages
Investment Tracking
Dear All, I am new to here. Nice to meet you all! Is this accounting system only limited to track US stocks and options? If our club trade leverage foreign exchange, spot gold / silver, etc., we can't input our transactions in Bivio, is it ...
2 messages
Stock prices not updating
Several times over the last couple of weeks, the prices have not updated properly. Is there a way to force an update? Many thanks.
2 messages
new club
I am looking to join an investment club in or around chicago. If anyone is looking, please email me at bmbentrup@bivio.com
1 message
The One Minute Treasurer(tm)
We've been talking about how easy bivio is for some time now. Well, we've come up with a concept to make bivio even easier. This is a pre-announcement of a product we are working on called The One Minute Treasurer(tm). It will allow you to ...
11 messages
I need some insite before, this is going to happen
We are a 7 year old club, ten members. It looks like we will be loseing a member so I want to try to get a jump start on things to make this transaction as smooth for him and the club. When a members leaves ...
3 messages