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Broker 1099-B vs Bivio
We need a reconciliation because our broker (TDAmeritrade) 1099-B does not list a capital gain from a sale in 2013. From reading the Club Cafe notes I understand that this is because prior to 2011 the Broker was not required to track the Purchase Date ...
5 messages
Buys
For your order to buy 300 shares of FF at market: You bought 300 shares of FF at $15.9894 on 02/12/2014. Terry
1 message
payment to withdrawing members
I understand that paying withdrawing members in stock is the best option but how is this done with members that don't have brokerage accounts? Most of the members in my club are young and this is their first experience with investing. I'm sure this is ...
1 message
New Ticker Research Page
Hi Connie, Yes. We can add this to our list. The best way to request new additions to the ticker research page is to email them to support@bivio.com We add stocks as we get requests for them. Laurie Frederiksen Invest with your friends! www.bivio.com Become ...
2 messages
couples memberships
Does any club allow a couple to act as one member? It would be similar to a joint account where two people own it equally.
11 messages
Audit corrections caused problems
In preparing an audit report for my group I found 2 basis errors in owned securities. I changed the purchase transactions to correct to actual. Basis reports are accurate. Bad news is that I have apparently brought an ex-partner back into the fold All in ...
3 messages
More Fun With Headlines
Obviously not the best place to get information on Cognizant today: Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to ...
6 messages
Researching new stocks
From: Lynn Ostrem Sent: ‎Wednesday‎, ‎January‎ ‎29‎, ‎2014 ‎8‎:‎18‎ ‎AM To: The Club Cafe Hello John. I learned a long time ago not to get drawn into a public discussion about data! And even though I thought about it for 10 seconds, I wouldn't dare ...
3 messages
Club Partnership Status
Our Club has been around since 1987. Based on some IRS info from 1997, we have always considered ourselves to be grandfathered as an "Investment Partnership" which did not have to submit 1065's or K-1's either for the club or members. Now that we are ...
3 messages
ACH Confirmation Small Amounts
The amounts always go in AND out. They are not going to GIVE someone a gift. Linda Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:01/29/2014 2:19 PM (GMT-05:00) To: The Club Cafe Subject: Re: [club_cafe] Re: ...
3 messages
Researching new stocks
Would appreciate seeing forms that other clubs use when researching new stocks.
10 messages
ACH Confirmation Small Amounts
Laurie: Our club finished its audit Sunday. This is the second year we have used the 7 step bivio procedure. Went very well! Highly recommended!! But on to my question: This year, we had a new member join and establish auto debit transfer from his ...
6 messages
Investing In Chinese Companies
Here's some news to be aware of when you are considering investments in Chinese Companies. SEC judge bars "Big Four" China units for six months over audits Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivio Follow ...
2 messages
Issues with REIT's
Hi All, Some of you ask why we discourage you from holding REIT's in your club. It's because we encourage you to keep your club record keeping as simple as possible. Here is a good example of the type of complications you're up against if ...
2 messages
Access to club account
We deal with Fidelity and the President and Treasurer have the ID and password to the account. The website has a wealth of research information and guidance. Do other clubs give all members access to the club account?
4 messages