Hi --

Hope this isn't a foolish question, but I'll admit I'm a
newbie not only to Bivio but to investment clubs in general.
But I suddenly find myself tasked with trying to determine
how to merge two members into one, so to speak.

Our club has decided to double everyone's monthly
contributions, which was fine with everyone -- except for
one couple who wanted to keep them at the same level. The
suggestion came up that if they simply became one member
putting in $50 instead of two people putting in $25 each,
then their monthly contribution continues to match everyone
else's.

OK, sounds reasonable. But how do I do that? What steps do
I take? I sense that perhaps one member "withdraws" from the
club but how do I transfer his valuation into her account?

or B) is this possible? or C) am I not even understanding
the problem correctly?

Thanks in advance--

--Larry in Dallas

If I understand what you are describing, you can change any
member's investment contribution to any amount you want
without manipulating any member accounts. Can't you just
record that each half of the "couple" put in $25, while the
rest of the members put in $50?

Hope this helps, but, as I said, perhaps I'm not getting
what you are explaining. Hi from Carrollton!

Carole J.
WISE Investment Club

Alexandra Evans wrote:
> Hi --
>
> Hope this isn't a foolish question, but I'll admit I'm a
> newbie not only to Bivio but to investment clubs in general.
> But I suddenly find myself tasked with trying to determine
> how to merge two members into one, so to speak.
>
> Our club has decided to double everyone's monthly
> contributions, which was fine with everyone -- except for
> one couple who wanted to keep them at the same level. The
> suggestion came up that if they simply became one member
> putting in $50 instead of two people putting in $25 each,
> then their monthly contribution continues to match everyone
> else's.
>
> OK, sounds reasonable. But how do I do that? What steps do
> I take? I sense that perhaps one member "withdraws" from the
> club but how do I transfer his valuation into her account?
>
> or B) is this possible? or C) am I not even understanding
> the problem correctly?
>
> Thanks in advance--
>
> --Larry in Dallas