Investment Club Accounting, Tax Preparation and Management Software
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"You have been AMAZINGLY helpful and I suspect there are a lot of other Club treasurers out there who say prayers of gratitude for you!"-Sheila M., CA
"I continue to be impressed with how well Bivio works for my club. The customer support is very good. The tax program is awesome - very easy to use. Thanks to all who I know do a lot of hard work to keep Bivio working well for us."-Betty T., WA
"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC
Club Cafe
Robinhood or E*Trade vs. Schwab
Schwab has been great for Sum Seekers Investment club of TorranceA On Tue, Jun 25, 2024, 7:47a€¯PM Scott Mace via ...
Stock partnership member withdrawal
For our club's ease, we had all departing club partners set up an individual brokerage account at Fidelity (individuals can ...
Schwab login
All login issues resolved within 1 day. Could have been Schwab issue or phone or carrier issue. I could login ...
Cash in Lieu transaction
Thank you, I am waiting to hear from support. Mary Sent from my iPhone On Jun 12, 2024, at 7:15 ...
Stock Transfer to Withdrawing Member - Embezzlement?
Never do business with Wells Fargo.A I had a business account that constantly got screwed up by them.A Wells Fargo ...
2024 Tax Filing for Clubs disbanding in 2024
The bivio 2024 partial-year IRS tax software is available now, upon request.A Paul, I enabled it for your club.A The ...
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Top Club Holdings
 |
AAPL | 64% |
 |
AMZN | 56% |
 |
MSFT | 46% |
 |
NVDA | 42% |
 |
V | 32% |
 |
GOOGL | 28% |
 |
GOOG | 26% |
 |
COST | 25% |
 |
DIS | 18% |
 |
TSLA | 18% |
| Club Index |
Average Portfolio:
$
266,857
Club Home Pages
| SZAssociates L.L.C |
| Destined For Success Investment Club |
| Model Investment Club of St. Louis |
| Girl Power Investment Club |
| New Low Observer Fund |