In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.
Lucy
Laurie Frederiksen on
Dear Lucy,
First, you need to know that the number of shares shown in bivio before the split was the same as what TDAmeritrade showed.
If that is OK, we have seen some issues with the data provided by TDAmeritrade for splits. You might try editing the split entry and putting in 4 for 1 as the split ratio to replace the specific number of shares you will see when you open the split form.
If you still have a problem, send your question to support@bivio.com and we can help you look into the issue further.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After I
entered the data on my report the shares held appear as
144.017 but in TD Ameritrade it appears as 144.068. I do I
correct this any suggestions.
Lucy
Lucy Baldi on
Hi Laurie,
Bivio shows the correct number in the 4 for 1 split ratio. I will forward
my question to bivio support.
First,
you need to know that the number of shares shown in bivio before the
split was the same as what TDAmeritrade showed.
If that is OK, we have seen some issues with the data
provided by TDAmeritrade for splits. You might try editing the
split entry and putting in 4 for 1 as the split ratio to replace the
specific number of shares you will see when you open the split
form.
If you still have a problem, send your question
to support@bivio.com and we
can help you look into the issue further.
Laurie
Frederiksen Invest with your friends! www.bivio.com
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After
I entered the data on my report the shares held appear as 144.017 but in
TD Ameritrade it appears as 144.068. I do I correct this any
suggestions. Lucy
Laurie Frederiksen on
For you and any others interested in learning about split entries:
Don't forget that when you have a split you may be eligible to receive fractional shares. This depends on the split ratio and the number of shares you owned prior to the split.
Normally, you don't actually receive them. You receive "cash in lieu" of them. They are actually sold and the cash in lieu is the proceeds of the sale.
The cash in lieu can be entered on the split entry form directly or it can be entered as a sale of the fractional shares you received on the date you receive the cash in lieu.
Laurie Frederiksen Invest with your friends! www.bivio.com
First,
you need to know that the number of shares shown in bivio before the
split was the same as what TDAmeritrade showed.
If that is OK, we have seen some issues with the data
provided by TDAmeritrade for splits. You might try editing the
split entry and putting in 4 for 1 as the split ratio to replace the
specific number of shares you will see when you open the split
form.
If you still have a problem, send your question
to support@bivio.com and we
can help you look into the issue further.
Laurie
Frederiksen Invest with your friends! www.bivio.com
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After
I entered the data on my report the shares held appear as 144.017 but in
TD Ameritrade it appears as 144.068. I do I correct this any
suggestions. Lucy
Lucy Baldi on
Hi Laurie,
I am still unable to change the quantity amount on our Visa stock. I check
the split information and it was correct when the entry was made.
This month in TD the quantity shows 144.318, my report in Bivo is 144.267.
First,
you need to know that the number of shares shown in bivio before the
split was the same as what TDAmeritrade showed.
If that is OK, we have seen some issues with the data
provided by TDAmeritrade for splits. You might try editing the
split entry and putting in 4 for 1 as the split ratio to replace the
specific number of shares you will see when you open the split
form.
If you still have a problem, send your question
to support@bivio.com and we
can help you look into the issue further.
Laurie
Frederiksen Invest with your friends! www.bivio.com
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After
I entered the data on my report the shares held appear as 144.017 but in
TD Ameritrade it appears as 144.068. I do I correct this any
suggestions. Lucy
Laurie Frederiksen on
Hi Lucy,
Please send questions like this to support@bivio.com and we'll help you look into it.
Laurie Frederiksen Invest with your friends! www.bivio.com
First,
you need to know that the number of shares shown in bivio before the
split was the same as what TDAmeritrade showed.
If that is OK, we have seen some issues with the data
provided by TDAmeritrade for splits. You might try editing the
split entry and putting in 4 for 1 as the split ratio to replace the
specific number of shares you will see when you open the split
form.
If you still have a problem, send your question
to support@bivio.com and we
can help you look into the issue further.
Laurie
Frederiksen Invest with your friends! www.bivio.com
On Wed, Jul 29, 2015 at 9:08 PM, Lucy Baldi <lucy@baldi.us> wrote:
In March of 2015 Visa has a 4 for 1 stock split. After
I entered the data on my report the shares held appear as 144.017 but in
TD Ameritrade it appears as 144.068. I do I correct this any
suggestions. Lucy