Our Club is disbanding so we chose to transfer all of the stocks remaining to members. The withdrawal report shows very large Capital Losses for several members ranging from -$5000 to -$50,000. Has anyone run into this situation and can you explain the reason why? ...
Until we hear differently from Bivio the email that requests you to Revalidate your email looks suspicious. If you move your mouse to hover over the LINK (without clicking it) it shows you will be responding to a really long email address that looks like ...
Hello ,A I have been the treasurer of our club for nineA years andA have had no problem with the Capital Gains/losses reports each year. Recently , we sold all of our holdings to enable us to disband. I have the brokers Realized gains/losses report ...
For those who missed the webinar, "Preparing for Tax Season - What You Should Do Now To Get Ready" I strongly encourage you view the copy available on the BIVIO website. This was an excellent webinar even for loooooong time Treasurers and individual members. Many ...
Our club received a notice from the IRS that said "We charged you a penalty under Section 1400Z-2(f) of the Internal Revenue Code for the following reason: Failure of Qualified Opportunity Fund to Maintain Investment Standard." What does this mean?
Hi everyone, We are very pleased to announce that bivio will offer electronic filing for the 2022 tax year! Stay tuned for more details. Also, register now to join us at each of our three upcoming bivio webinars to help you and your club prepare ...
Hi All, The new Schwab interface toA AccountSync is in production. All Schwab AccountSync clubs should switch to the new interface. Here are the instructions on how to switch to the new interface: https://www.bivio.com/site-help/bp/Schwab_AccountSync_setup_Help If your club was part of the beta program or if ...
Please remove me from future emails from Club Cafe. Thanks. From: "Virginia Cooper via bivio.com" To: club_cafe@bivio.com Cc: Sent: Wednesday November 9 2022 5:37:18PM Subject: Re: [club_cafe] Question to TDA customers only: ACH issue TDA has full instructions for various deposit methods. Look under My ...
Our club has recently closed our separate bank checking account and writes the occasional check from our TDA cash account. We have 2 members who have run into roadblocks with their financial institutions setting up recurring ACH transfers from their personal bank accounts to TDA ...
Should we set up our bank checking account as an additional bivio account? It says that I can do that and the username is optional but when I try, I get an error message saying username required.
Our bank is requesting each member of our club to update there profile in person at the bank. I just wondered if any of you had to do the same with your bank.
attached are 2 articles that explain the price increase and types of memberships. Basically, they are going broke. Haven't had a price increase for 7 years. wanted to go nonprofit and change business model but members didn't go for it. Not sure that would have ...
NUSI has most of it's dividend as return of capital. I can't find where to enter ROC anywhere on BIVIO. Thank you, Rich Spina Sent from Mail for Windows
Our club received 17 shares of ACLLY in a spin off from ABB on 10/11/22. It is listed in our TD Ameritrade account but did not synch over to bivio. Should I just manually enter it at this time? Anyone else have this issue?