Help please!! I received this note from our old treasurer. I
am not an accountant and do not know about investing, so I
guess I need to know how do I fix this?

I have looked at the TDAmeritrade a/c on the website and we
apparently are not using a cash equivalent at this time, and
instead get a .05% interest credit for leaving our cash
uninvested in the Gainco account.
Therefore, I do not understand where we got the tax exempt
interest on the Bivio tax allocation report.

Hi Jill,

Don't worry. We're here to help you figure this out. Just email us at support@bivio.com
and we'll look at the specifics of your account and the documentation you've received and
let you know what you need to do to make sure your bivio records are accurate.

   Laurie Frederiksen