This has probably been addressed before but I can't remember since I wasn't worried about it at the time. Anyway we have members that are a father and son. The father is leaving the club and wants to transfer all of his shares to his ...
Good Morning everyone, I know some of you are interested in knowing how you can set things up so your members can send their payments directly in to your brokerages either by mailing a check or by using online bill pay from their personal bank ...
Hi Everyone, I'm curious to hear peoples thoughts on options trading. Is it something your club does? Is it something you'd have an interest in learning more about? Laurie Frederiksen
Hello, I'm trying to determine how we should account for yearly membership fees each club member pays yearly using Bivio. Should we be entering these fees (fees/payments) into Bivio or should we just let the funds sit in our club back account? Any help would ...
We own BP as a direct investment instead of thru a brokerage account. We normally have one of our members send in a deposit directly to BP. Until this month. We got a letter saying due to the new regs, they cannot accecpt " personal ...
When I backup/export my Bivio data there are two options available under Tools: - Compressed XML Zipped file - Plain XML When I select Plain, I get this message in addition to the data "This XML file does not appear to have any style information ...
Hello Everyone, Last night, at my investment club meeting, we had a fascinating presentation and discussion about managing our stock holdings using a portfolio-centric decision making process rather than a stock-centric one. I'm interested to hear your experiences on this subject. I have found that ...
Can anyone tell me exactly what data is backed up from Tools| Export on the Bivio Site? Is all data including the tax forms exported? Thanks Cherilyn J. Peay New Mexico
To Whom It May Concern " Please do not send messages because I am not a member of the bivio club cafe. Thanks, Amanda On Fri, 3/5/10, Jay Sternin <jsternin@bivio.com> wrote: From: Jay Sternin <jsternin@bivio.com> Subject: club_cafe: Mandatory Reorganization Fee To: club_cafe@bivio.com Date: Friday, March ...
To Whom It May Concern " Please do not send messages because I am not a member of the bivio club cafe. Thanks, Amanda On Fri, 3/5/10, iras1 <iras1@aol.com> wrote: From: iras1 <iras1@aol.com> Subject: Re: club_cafe: Mandatory Reorganization Fee To: "The Club Cafe" <club_cafe@bivio.com> Date: ...
To Whom It May Concern " Please do not send me messages because I am not a member of bivio club cafe. Thanks, Amanda On Fri, 3/5/10, Leo Cardillo <cardillo@bellatlantic.net> wrote: From: Leo Cardillo <cardillo@bellatlantic.net> Subject: RE: club_cafe: Mandatory Reorganization Fee To: "'The Club Cafe'" ...
Good morning everyone, I've just been reading another article in Smart Money magazine (March 2010 issue) which is touting the benefits of investing in MLP's. MLP's are Master Limited Partnerships. The article makes interesting points about the returns you might achieve but I feel that ...
The club taxes are completed and I need to send a cover letter explaining E*Trade's reporting under the wrong number. Calls and letters providing the correct TIN to E*Trade failed because the account was closed. I talked to the IRS for advice and the person ...
As part of the recent PBG / PEP merger, TD charged us a $20 "Mandatory Reorganization Fee" which they apparently charge when there's a merger or other acquisition type of activity. (It's in their laundry list of "Brokerage Rates and Fees". Two questions: 1. How ...
I am thinking about moving our account to Fidelity Investments. Can those of you that use them weigh in with pros, cons, problems? I appreciate it, thanks, Carole.