Hi Judy, Here is the list of AccountSync brokers.A We can import their transactions automatically: AccountSync Brokers Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! A www.facebook.com/bivio Follow us on twitter!A www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the ...
During last nights webinar, one of the participants asked about charging penalties when someone was late with their club contributions. Do any of you have any advice/experience you could share with her? How does your club handle late member payments?A Have you found your methods ...
bivio is showing a "Return of capital, GOOGLE INC CL A (GOOGL) Spin-off" in our broker account. Our broker account does not match that. We did not receive capital in the split. Can you explain this please?
Is it possible to Gift(not sale) investment Club Units from one club member to another club member(within same club)? I am aware of annual gift limits of $13000 or so.. Any IRS forms or Club agreements to fill for such gifts?.. Thanks
I was wondering why people started posting so many old photos on Facebook.A After some research I discovered I am totally out of it.A They are part of the new "Throwback Thursday" movement.A It is fun to see them. We don't have old bivio pictures ...
Now that we've made it through tax season, it would be nice to hear some feedback from you all. Did the process go smoothly for your club? We changed the tax preparation page a little bit this year.A The intent was to try and give ...
From: Dave Rowekamp, Roundtable Investment Club, Winona, MN rowefam@ hbci.com How do we access the QPPR graphs from Bivio? Thank you. Sent from my iPhone
Switching to Bivio was the best decision our club has made. Account Sync has made my job as treasurer so much easier and less time consuming. Once we got rid of all of our DRIP accounts, it takes only a few minutes each month to ...
Hi Judy, I'm not sure exactly what it is that you didn't see.A (I suspect your phone "corrected" something in your message) But if you need the links to sign up for Treasurer Training, here they are: Part 1 - An Orientation To Investment Club ...
I just gave a fourth green smiley and another $30 in bivio bucks to a bivio club that has beat the market return for the past year by 15.6%.A A That is amazing. It means out of 51 different 1 year periods, they have beat ...
I believe you are mistaken about mutual funds. They have a different tax structure but are double taxed. Sent from Samsung tablet Original message From: Mark <markbpdx@gmail.com> Date: 04/17/2014 4:39 PM (GMT-08:00) To: club_cafe@bivio.com Subject: Re: [club_cafe] Stay Away from MLP's In Your Investment Clubs ...
I'm sorry but I do not understand how an organization that is supposed to be supporting investment clubs and educating individual investors would be putting on a conference like this: http://online.wsj.com/article/PR-CO-20140331-907413.html We have had club after club this year have tax and accounting issues because ...
Now that your investment club taxes have been put to bed, it's a great time to think about changing your club treasurer or adding an assistant club treasurer. Being club treasurer does not have to be hard or time consuming.A Your club will be stronger ...