I had always thought expenses are recorded by reducing the number of units in each member's account. However, when taking a closer at our records, this does not appear to be the case. Whenever we've entered an expense, it appears that the overall unit value ...
Does anyone out there know how to e-file the Massachusetts partnership return for 2021? I have been trying to get an answer from the state for months and then quickly running out of time
We are going to disband soon. Can some members take stock only and some take their cash value? Or does everyone have to do the same thing when we close the club? If you know for sure please let me know!
Can someone direct me to any articles or info on the benefits and negatives of transferring stock vs. selling the entire club portfolio and distributing the proceeds. I've gone back through the posts and didn't find one that actually explained that. I appreciate your help! ...
Hi Rob, thanks for your prompt response on Multi-factor Authentication! The concern that I have is if anyone has my Bivio login ID and password, they can access all data that I have access to. Once in, its relatively easy to locate a user's personal ...
Hi All, Bivio is a small, owner-operated company. Paul and I would like to move to a model where the community would be more involved in running Bivio. We are big advocates of open source software for this reason. Much of the software behindA bivio.com ...
Hello, Over the last month or so, there has been a discrepancy between the amount of cash on hand in our account with Merrill Lynch according to our Bivio reports when compared to the reports from Merrill Lynch. I've written notes to Bivio Support but ...
Hi All, Schwab is a very large company, and Bivio is a very tiny company. We cannot pay them to make our application go faster. (I already asked.) We have implemented everything on our end. We have filled out various forms they required. We have ...
Does anyone have examples/best practices for stock study presentations? We are a newly formed club and want to share with our members examples of what they should plan on presenting to the group when they have a stock suggestion. Thank you.
For those clubs having remote meetings - what program do you use to do that? Pros/cons? Any thoughts? We've been using Go to Meeting and it seems to be problematic. Kim Potter BI Brighton Model Club
Is there a problem with the software? It shows 6/21/22 for the stock prices. Please advise as i need current reports for tonights meeting. Thanks, Glenn
Hello Bivio cafe. I am (was) Sr Partner in an investing club which recently disbanded. Now we have formed an investing class for seniors. I am looking for content to put together a training session for advising seniors, some with lower incomes, whether to invest ...
Hello, hope you're doing fine? Just checking if you can assist on a favor. Just let me know if we can communicate via emailing. I left my phone at home! But do have computer to email you here. Baskar
Hey E*Trade clubs--good news! E*Trade is again allowing AccountSync to update all of the accounts. Thank you very much to those of you who contacted E*Trade's technical support team. We're continuing to work as fast as we can to update our AccountSync interface with Charles ...