I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details
-------- Original Message --------
Subject: [club_cafe] Registering a Second Club in bivio
From: Laurie Frederiksen <laurie@bivio.biz>
Date: Wed, May 03, 2017 1:21 pm
To: The Club Cafe <club_cafe@bivio.com>
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill wrote:
We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club.
Can we register with Bivio and keep them seperate even though I am the contact in both clubs.
Thank you for your interest in using bivio for your second club. You can register a second club under your current bivio account. That way you can access both with a single login. Here's how:
1. In the upper right corner of your screen when you are logged in, you'll see a small, yellow down arrow. Click it to open a menu.
2. Select My Site
3. Select "Clubs" in the top middle of the page that opens
4. Use the "Create" button on the left side to create your second club. You will receive a 3 month free trial.
5. After you do this, you'll be able to access either of your clubs when you login using the drop down menu in the top right of your screen.
When your second club pays their subscription, make sure they enter the clubID from the first club to give them a $50 bivio bucks discount on their next renewal!.
Laurie Frederiksen Invest with your friends! www.bivio.com
What you do next depends on whether you are a new or existing club. If you are an existing club, it will depend on how you've been doing your accounting in the past.
This page leads you through the steps depending on your circumstances:
I have created the second account with Bivio and will send the annual membership fee in next wee but cannot see how I add teh bank and broker details
-------- Original Message --------
Subject: [club_cafe] Registering a Second Club in bivio
From: Laurie Frederiksen <laurie@bivio.biz>
Date: Wed, May 03, 2017 1:21 pm
To: The Club Cafe <club_cafe@bivio.com>
On Wed, May 3, 2017 at 11:31 AM, Ivor J. Hill wrote:
We are forming a second club - Sirius Investment Club is the current one - and want to create a seperate non-connected club known as Pueblo Investment Club.
Can we register with Bivio and keep them seperate even though I am the contact in both clubs.
Thank you for your interest in using bivio for your second club. You can register a second club under your current bivio account. That way you can access both with a single login. Here's how:
1. In the upper right corner of your screen when you are logged in, you'll see a small, yellow down arrow. Click it to open a menu.
2. Select My Site
3. Select "Clubs" in the top middle of the page that opens
4. Use the "Create" button on the left side to create your second club. You will receive a 3 month free trial.
5. After you do this, you'll be able to access either of your clubs when you login using the drop down menu in the top right of your screen.
When your second club pays their subscription, make sure they enter the clubID from the first club to give them a $50 bivio bucks discount on their next renewal!.
Laurie Frederiksen Invest with your friends! www.bivio.com