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Audit corrections caused problems
In preparing an audit report for my group I found 2 basis
errors in owned securities. I changed the purchase
transactions to correct to actual. Basis reports are
accurate.

Bad news is that I have apparently brought an ex-partner
back into the fold...

All in all I'd prefer to have a bad history. Any way to
restore the bad Bivio information from last week?
Jim,

Send a request to support@bivio.com. You don't want to restore the bad history. Support will be able to adjust the ex-partner's withdrawal transaction to remove him/her.

Ira Smilovitz


On Mon, Feb 10, 2014 at 10:48 AM, Jim Cartlidge <jacartlidge@comcast.net> wrote:
In preparing an audit report for my group I found 2 basis
errors in owned securities. I changed the purchase
transactions to correct to actual. Basis reports are
accurate.

Bad news is that I have apparently brought an ex-partner
back into the fold...

All in all I'd prefer to have a bad history. Any way to
restore the bad Bivio information from last week?

Sent them a note.  Thanks!

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of ira smilovitz
Sent: Monday, February 10, 2014 11:11 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Audit corrections caused problems

Jim,

Send a request to support@bivio.com. You don't want to restore the bad history. Support will be able to adjust the ex-partner's withdrawal transaction to remove him/her.

Ira Smilovitz

On Mon, Feb 10, 2014 at 10:48 AM, Jim Cartlidge <jacartlidge@comcast.net> wrote:

In preparing an audit report for my group I found 2 basis
errors in owned securities.  I changed the purchase
transactions to correct to actual.  Basis reports are
accurate.

Bad news is that I have apparently brought an ex-partner
back into the fold...

All in all I'd prefer to have a bad history.  Any way to
restore the bad Bivio information from last week?