Anyone else having trouble reconciling cost basis for Corecard with many different sized lots sold? Let's say we sold 200 shares of Corecard, bivio had numbers of shares being sold at 34, 7, 6 15 etc. TDA has shares sold at 40, 75 etc. I ...
We use Schwab as our broker and updated to the Yodlee service as instructed last July. We're now seeing an alert that we need to update our AccountSync, but when I went in to do it, I'm seeing a popup from Schwab (edited screenshot attached) ...
If your mail is going through yahoo.com (this includes aol.com ), messages from yourA clubs and Club Cafe are being "temporarily deferred" by Yahoo. We are working with our new ISP and Yahoo to resolve this issue. Cheers, Rob
We will be migrating bivio.com to a new server on Sunday 4/24 from 9:00 am to 1:00 pm.A The system will be unavailable during this period. Thank you for your understanding. Cheers, Rob
Many of your clubs own AL and/or BGS. Just a heads up that there have been late reclassifications to their dividends.A Many clubs are now receiving revised 1099's to show that. You'll need to make these reclassifications to properly report your taxes and adjust the ...
A little over 14 years ago, I started working for bivio.A Today I am moving on.A It's time to retire. The best thing about this job has always been the customers. You're one of the best groups of people to hang out with on the ...
Hello - I am a chapter volunteer and will be visiting a club soon. They want information about investing in crypto currency. My question is: can club accounting handle an investment in crypto currency or an ETF that focuses in this area? Thanks - Barry
We will be moving bivio.com to a more reliable service provider on Sunday 4/10/22 from 9 am to 12 pm MDT. This maintenance window is to cover problems. The actual downtime shouldA be less than an hour. If you have any questions, please contact support@bivio.com ...
What was the easiest/most efficient way to get the taxes printed? Email to self as attachment or put on Zip drive and take with to UPS, Office Depot, etc? Still waiting for amended 1099 from AirLease, but want to do it quickly after I finish ...
Does anyone know who is taking over after Laurie - We are waiting for a transaction to be corrected by Bivio that is showing a large overstating of the clubs profits for 2021 and cannot file the accounts yet
Laurie, Congratulations one your well deserved retirement!A Appreciate all your help through the years We will miss you! Wishing you the very best in your retirement as you start the nextA chapter of your life! Warm regards RomaA Cherry Tree Investing Group