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Withdrawal Report I am our club's treasurer for the last several years, but I am new to Bivio. We just switched from iClub in late 2009 based on Bivio's support for Options. We only do Covered Calls. My question is: Where is the Withdrawal Report for those ... Paul J. Savarese 2 messages
Disney/Marvel Merger We have previously announced that the Disney/Marvel acquisition was completed on 12/31/09, and thus should be recorded in 2009. The brokers are reporting this in 2010. This can make a difference because this transaction may be taxable, depending on the circumstances. I have a request ... Rip West 1 message
Webinars Is there a place on your site that we can view a previous webinar? I didn't know if you were taping them and putting it on your site? Thanks, Deb Deborah Reed 2 messages
Webinars Is there a place on your site that we can view a previous webinar? I didn't know if you were taping them and putting it on your site? Thanks, Deb Deborah Reed 1 message
Disney Marvel Is the Disney Marvel merger treated as a 2009 or 2010 tax event? James P. Dickerson 4 messages
Audit Party In the webinar presentation the audit worksheet was referenced as being available at the Club Cafe afterward. I am unable to locate it, can someone help? Thanks Bill Harvey Bill Harvey 4 messages
Clearwire (CLWR) & Clearwire Rights (CLWRR) Our club sold our Clearwire Rights (CLWRR) in the month of January 2010. On my valuation dated 1/31/10 I noticed that the Cost Basis for CLWR went down. Was that due to selling the CLWRR? I have never entered CLWRR into BIVIO (it did not ... Barbara L. Amick 6 messages
allocate per partnership exception Could someone make that explanation a bit clearer to me. example: if a member pays $20 for a Better investing book and the financial partner sends the check, is this box checked or not? the rest of the club does not intend to help her ... Deannie Rule 9 messages
Annualized Internal Rate of Return ? I know bivio shows the Annualized Internal Rate of Return, which is the current price vs the cost basis (plus dividends?) divided by total years we have held the stock, right? Well, where do we see the $ gain? I would like to compare in ... Etana Finkler 3 messages
When to print Y/E reports? If the books have been audited (bivio jibes with bank statements and broker statements), when may Y/E tax reports be printed and mailed? Thomas Hardy 2 messages
Thank YOu !! and thank you, Rip, for setting my mind at ease over the "units' issue. deannie Deannie Rule 1 message
odd unit adjustments., looking back hello i am preparing my accounting for the annual audit. i watche dthe webinar receintly and have a new aware ness of what needs to be done. I was checking individual member accounts, for discrep]ancies in the paslt. each 12/31 there has been a unit ... Deannie Rule 2 messages
odd unit adjustments., looking back hello i am preparing my accounting for the annual audit. i watche dthe webinar receintly and have a new aware ness of what needs to be done. I was checking individual member accounts, for discrep]ancies in the paslt. each 12/31 there has been a unit ... Deannie Rule 1 message
can't login to our club website Hello, I am a member of Profs for Profit, an investment club organized in Iowa. I am unable to log in to my club's website. The system continually responds with a demo club, not my investment club. Do you have any ideas? Thank you, Paula ... Paula Tigerman 2 messages
Where is SSL encryption for bivio? I don't see the option now for SSL encryption. With our modern computers and high speed connection, I believe that the default for SSL should be enabled. Even if you want to provide for older computers , I believe that SSL enabled should be the ... M.G. Kademani 11 messages