Member withdrawing
HelpRegister |
Member withdrawing Greetings, I've been down this road once before and messed it up. Just so I get it right this time, I have a member withdrawing. I have the required paperwork to send to Scottrade and request a check for the withdrawing member. As far as what the amount of the check request should be, do I simply go to the member section for the date of withdraw and request a check for the amount shown for that member? Last time, I withdrew the member, then requested the check and since bivio is synched up with Scottrade, I had my manual withdraw and then a debit I had to account for from the Scottrade check. Thanks in advance for your help. Johnny |
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