Where do I go (site) to record all Clubs stocks as a new
member. Bivio said TD Ameritrade only goes back 3 months,
so I must record all stocks owned with date of purchase,
quantity bought and cost. I need a step by step help,
please. I am NEW. Many thanks. Carla

Carla Schafer writes:
> Where do I go (site) to record all Clubs stocks as a new
> member. Bivio said TD Ameritrade only goes back 3 months,
> so I must record all stocks owned with date of purchase,
> quantity bought and cost. I need a step by step help,
> please. I am NEW. Many thanks. Carla

I highly recommend you read our tutorial:

http://www.bivio.com/f/bivio-guide.pdf

And, The One Minute Treasurer(tm) guide:

http://www.bivio.com/club_cafe/files/TheOneMinuteTreasurer.pdf

These both contain step-by-step instructions on how to use bivio.

Cheers,
Rob