I'm in need of help! Rather than writing to tech support, I
thought my questions might benefit others, so I'm writing to
the main board.

I have a member departing with stock. This is a first for
us. I went to the Demo Club and withdrew Sam Chase so I
could see what questions I would need to answer. Bivio let
me do a full withdrawal. I ran the report afterwards, but
the Member's Cost Basis of Property Distributed and the
Member's Adj. Cost Basis on the stock portions are zero.

Now, if I run the withdrawal report on Elina Rutledge, who
was already withdrawn from the Demo Club, the stock figures
in both places are listed.

So my question is: Why isn't the member's new cost basis in
the stock showing up on MY withdrawal of Sam Chase?

I completed the two screens provided for me. Did I miss
something?

Thanks,
Lynn Ostrem
Crow River Investment Club
www.bivio.com/crowriver