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Club-Friendly Brokerages
Our club loves bivio as well. Our brokerage is Etrade and we're very satisfied dealing with them.

Linda Macdougall
Tacoma Oddlot Ladies

In a message dated 2/16/2019 6:19:23 PM Pacific Standard Time, user*30009800001@bivio.com writes:

Ditto


On Sun, Feb 17, 2019 at 11:06 AM, Johnny S via bivio.com
<user*27215800001@bivio.com> wrote:
We are very happy with BIVIO software, sevice, and fellow members.

We could not imagine having the club without BIVIO, and all the knowledge of the members and the expertise of the BIVIO support team.

Thanks BIVIO Team.

On Sat, Feb 16, 2019 at 1:10 PM Ann via bivio.com <user*30574500001@bivio.com> wrote:
I would like to submit a supportive statement in regards to Bivio as well.  During the time that I served as financial partner for our partnership they have been very accessible, knowledgeable and responsive to all situations brought to them.
Thank you, Ann Merrick
Land of Enchantment Investment Partnership



From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Connie Humble via bivio.com <user*27031200001@bivio.com>
Sent: Wednesday, February 13, 2019 7:37 AM
To: club_cafe@bivio.com
Subject: RE: [club_cafe] Re: Club-Friendly Brokerages

That may be true if you are doing it strictly online but not if you consider some of the others.  Edward Jones has been nothing but cooperative with my club for 19 years.  AS I READ ALL OF THE DCOMPALINTS O0N Bivio, I am really glad that I can call and get a real person—financial advisor or her secretary

 

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Carol via bivio.com
Sent: Tuesday, February 12, 2019 5:06 PM
To: club_cafe@bivio.com
Subject: [club_cafe] Re: Club-Friendly Brokerages

 

Yes please.

In a message dated 2/12/2019 2:27:15 PM Central Standard Time, user*13764000001@bivio.com writes:


Carol, here is Mary Jo's response to my original question.

"TD Ameritrade. We just started our club and they were the
only brokerage firm that would open an investment club
account for us."

Did you also need a copy of my original question?