Access to club after a withdrawal
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Access to club after a withdrawal I just processed a full withdraw of two members and continued their access to the club for the K-1s. Will they also receive the club emails that go thru Bivio? Will they also be able to see how the club is doing or just their information? John Hi John, Yes. If you leave member access for a withdrawn member, he will still receive club emails and will have access to your club records to review all the club information he has always had access to.Laurie Frederiksen
Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe On Thu, Dec 19, 2013 at 4:26 PM, John Rice <rice.j1969@att.net> wrote:
John, when we've had members withdraw in the past, we have immediately stopped their access to our bivio site (and changed the password to our brokerage web site). When the K-1s become available, the club treasurer prints them out and mails them to the former members. It is also a good idea for the treasurer (or someone) to remind the former members not to file their taxes until the K-1s are ready.
On Thu, Dec 19, 2013 at 2:53 PM, Laurie Frederiksen <laurie@bivio.biz> wrote:
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