We deal with Fidelity and the President and Treasurer have the ID and password to the account. The website has a wealth of research information and guidance. Do other clubs give all members access to the club account?

Neither of my clubs allows members to access the online accounts. As the
treasurer of one and the administer of another, research info from the
brokerage account is relayed from the authorized access officers to the rest
of the members.

Mickey

-----Original Message-----
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of JAYNE
GILBERT
Sent: Sunday, January 26, 2014 6:04 PM
To: club_cafe@bivio.com
Subject: [club_cafe] Access to club account

We deal with Fidelity and the President and Treasurer have the ID and
password to the account. The website has a wealth of research information
and guidance. Do other clubs give all members access to the club account?

We do thru bivio. Bob Anderson, SFLIC, Potomac Falls, VA

Sent from my iPad

> On Jan 26, 2014, at 6:03 PM, JAYNE GILBERT <jaynegrd@sbcglobal.net> wrote:
>
> We deal with Fidelity and the President and Treasurer have the ID and password to the account. The website has a wealth of research information and guidance. Do other clubs give all members access to the club account?

I answer as treasurer of one, and member of another. In
neither club do members have access to brokerage accounts
[Treasurer and asst treasurer in one, and Pres, Treas & asst
treasurer in other]. While we are all friends, ultimately
anyone with access can trade/change passwords,etc in the
account, as well as access the great deal of research info
on the account...not a good practice IMHO. Irina